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UnitedHealth shares owned by Long Island Wealth Management

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

Historical chart of Long Island Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $39k 75 520.00

More positions owned by Long Island Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr Sp500 Ex Tech (SPXT)
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN)
Innovator Etfs Tr Intrnl Dev Jan (IJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Fds Inf Tech Etf (VGT)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Fds Health Car Etf (VHT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Fds Financials Etf (VFH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Long Island Wealth Management

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth