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UnitedHealth shares owned by McNaughton Wealth Management

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

Historical chart of McNaughton Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by McNaughton Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $228k 460 494.72
2023-12-31 $239k 453 526.47
2020-06-30 $212k 719 294.85
2019-12-31 $224k 763 293.58

More positions owned by McNaughton Wealth Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Ssga Us Smal Etf (SMLV)
Ishares Tr Msci Eafe Min Vl (EFAV)
Ishares Tr Cohen Steer Reit (ICF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard World Inf Tech Etf (VGT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for McNaughton 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