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UnitedHealth shares owned by Phillip James Consulting

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Phillip James Consulting from 13F filings

Historical chart of Phillip James Consulting investment in UnitedHealth

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All positions including UnitedHealth held by Phillip James Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Phillip James Consulting

Quarter filed Position value Share count Share price at filing
2026-03-31 $424k 1.6k 271.97
2025-12-31 $328k 968 338.84

More positions owned by Phillip James Consulting

Schwab Short-term Us Treasury Etf Etf
Vanguard Short-term Bond Etf Etf (BND)
Schwab Us Broad Market Etf Etf
Ishares Msci Eafe Value Etf Etf
Schwab Us Large-cap Value Etf Etf
Vanguard Ftse All-world Ex-us Small-cap Etf Etf
Vanguard Small-cap Etf Etf
Schwab Intl Equity Etf Etf
Vanguard Small-cap Value Etf Etf
Vanguard Total Stock Market Etf Etf (VTI)
Schwab Us Small-cap Etf Etf
Spdr Portfolio Sp 500 Momentum Etf Etf (SHM)
Wisdomtree Intl Smallcap Dividend Fund Etf (DWM)
Vanguard Value Etf Etf
Spdr Portfolio Emerging Markets Etf Etf (SPHY)

View all positions for Phillip James Consulting

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