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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
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)
Jpmorgan Chase & Co Stock (JPM)
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO)
Jpmorgan Active Value Etf Etf (JAVA)
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)
Jpmorgan Active Growth Etf Etf (JGRO)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan Activebuilders Emerging Markets Equity Etf Etf (JEMA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Avantis U.s. Equity Etf Etf (AVUS)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Jpmorgan Income Etf Etf (JPIE)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Apple Stock (AAPL)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for MN Wealth Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth