National Wealth Management Group »

UnitedHealth shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $747k 2.8k 270.62
2025-12-31 $913k 2.8k 330.14
2025-09-30 $1.8M 5.2k 345.31
2025-06-30 $706k 2.3k 311.93

More positions owned by National Wealth Management Group

T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
T Rowe Price Etf Price Blue Chip (TCHP)
NVIDIA Corporation (NVDA)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core S&p Mcp Etf (IJH)
Capital Group New Geography SHS (CGNG)
Spdr Series Trust State Street Spd (BIL)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for National Wealth Management Group

Top funds holding UnitedHealth

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
Citadel Advisors
Capital Research Global Investors
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Bank of America Corporation

View all funds holding UnitedHealth