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UnitedHealth shares owned by Meritas Wealth Management

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

Historical chart of Meritas Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Meritas Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 413 494.70
2023-12-31 $221k 419 526.76

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View all positions for Meritas 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