My Purposeful Wealth Corp. »

UnitedHealth shares owned by My Purposeful Wealth Corp.

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by My Purposeful Wealth Corp. from 13F filings

Historical chart of My Purposeful Wealth Corp. investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by My Purposeful Wealth Corp. consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by My Purposeful Wealth Corp.

Quarter filed Position value Share count Share price at filing
2026-06-30 $236k 566 416.01

More positions owned by My Purposeful Wealth Corp.

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Spdr Series Trust ST STR SP600SM C (SLYV)
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)
Tapestry (TPR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for My Purposeful Wealth Corp.

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