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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
2024-09-30 $2.4M 4.1k 584.68
2023-12-31 $2.5M 4.7k 526.47

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Meta Platforms Cl A (META)
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Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Hercules Technology Growth Capital (HTGC)

View all positions for Napa Wealth Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Royal Bank of Canada
Franklin Resources
Wells Fargo & Company
Alliancebernstein
Bank of New York Mellon
Nuveen Asset Management
Bank of America Corporation
Charles Schwab Investment Management

View all funds holding UnitedHealth