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UnitedHealth shares owned by Napa Wealth Management

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

Historical chart of Napa Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $987k 2.0k 505.86
2024-09-30 $2.4M 4.1k 584.68
2023-12-31 $2.5M 4.7k 526.47

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Tidal Trust I Unlimited Hfeq E
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NVIDIA Corporation (NVDA)
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View all positions for Napa Wealth Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth