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UnitedHealth shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lodestone Wealth Management from 13F filings

Historical chart of Lodestone Wealth Management investment in UnitedHealth

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All positions including UnitedHealth held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $828k 2.4k 345.64
2025-06-30 $659k 2.1k 312.04

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View all positions for Lodestone Wealth Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth