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UnitedHealth shares owned by MN Wealth Advisors

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

Historical chart of MN Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by MN Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $385k 1.2k 330.18
2025-09-30 $378k 1.1k 345.48
2025-06-30 $290k 929 312.05
2024-09-30 $269k 460 584.91
2024-06-30 $277k 544 509.77
2024-03-31 $259k 523 495.25

More positions owned by MN Wealth Advisors

Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)
First Eagle Global Equity Etf Etf (FEGE)
Jpmorgan Active Growth Etf Etf (JGRO)
Jpmorgan Active Value Etf Etf (JAVA)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Apple Stock (AAPL)
Nike Inc Cl B Stock (NKE)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Nvidia Corporation Stock (NVDA)

View all positions for MN Wealth Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Capital World Investors
Geode Capital Management
Citadel Advisors
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Jane Street
Wellington Management Company
FMR
Norges Bank Investment Management
Dodge & Cox
Bank of New York Mellon

View all funds holding UnitedHealth