Oregon Pacific Wealth Management »

UnitedHealth shares owned by Oregon Pacific Wealth Management

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

Historical chart of Oregon Pacific Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Oregon Pacific Wealth Management 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 Oregon Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $374k 1.1k 345.30
2025-06-30 $320k 1.0k 311.97
2025-03-31 $426k 813 523.75
2024-12-31 $424k 839 505.86

More positions owned by Oregon Pacific Wealth Management

Ea Series Trust Astoria Us Quali (GQQQ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPTI)
Ea Series Trust Ea Astoria Dynmc (AGGA)
Ea Series Trust Astoria Us Equal (ROE)
Spdr Series Trust State Street Spd (SPLG)
Ishares Core Msci Emkt (IEMG)
Investment Managers Ser Tr I Astoria Real (PPI)
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ssga Active Tr Spdr Bridgewater (ALLW)
Doubleline Etf Trust Mortgage Etf (DMBS)
Tidal Trust I Unlimited Hfgm (HFGM)
Amazon (AMZN)

View all positions for Oregon Pacific 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
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox
Northern Trust

View all funds holding UnitedHealth