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Long Run Wealth Advisors »

UnitedHealth shares owned by Long Run Wealth Advisors

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

Historical chart of Long Run Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Long Run Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$208k	355	584.68

More positions owned by Long Run Wealth Advisors

Ishares Tr Usd Inv Grde Etf (USIG)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

Ishares Tr Core Msci Eafe (IEFA)

Select Sector Spdr Tr Technology (XLK)

Vanguard Whitehall Fds High Div Yld (VYM)

Ishares Tr Eafe Value Etf (EFV)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Ishares Core Msci Emkt (IEMG)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Ishares Tr Core S&p Scp Etf (IJR)

Select Sector Spdr Tr Financial (XLF)

NVIDIA Corporation (NVDA)

Select Sector Spdr Tr Indl (XLI)

Select Sector Spdr Tr Communication (XLC)

View all positions for Long Run Wealth Advisors

Top funds holding UnitedHealth

State Street Corporation

Jpmorgan Chase & Co

Capital World Investors

T. Rowe Price Associates

Wellington Management Company

Geode Capital Management

Capital Research Global Investors

Capital Research and Management Company - Division 3

Legal & General Group

Franklin Resources

Bank of America Corporation

Royal Bank of Canada

View all funds holding UnitedHealth

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