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UnitedHealth shares owned by Montis Financial

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in UnitedHealth

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All positions including UnitedHealth held by Montis Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Montis Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 504 415.97

More positions owned by Montis Financial

Profesionally Managed Portfo Akre Focus Etf (AKRE)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)

View all positions for Montis Financial

Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
T. Rowe Price Associates
Susquehanna International
Jpmorgan Chase & Co
Charles Schwab Investment Management
Sixth Street Partners Management Company
Jane Street
Morgan Stanley
Citadel Advisors

View all funds holding UnitedHealth