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UnitedHealth shares owned by New Wave Wealth Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by New Wave Wealth Advisors from 13F filings

Historical chart of New Wave Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by New Wave Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $188k 570 330.11
2025-09-30 $229k 733 311.97
2025-06-30 $229k 733 311.97
2024-12-31 $502k 992 505.86

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Europe Etf (IEV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci India Etf (INDA)
Select Sector Spdr Tr State Street Fin (XLF)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Ind (XLI)
Ishares Msci Emrg Chn (EMXC)
Tyson Foods Cl A (TSN)

View all positions for New Wave Wealth Advisors

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
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox
Northern Trust

View all funds holding UnitedHealth