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UnitedHealth shares owned by Phillips Financial Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in UnitedHealth

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All positions including UnitedHealth held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 518 415.63
2025-03-31 $292k 558 523.75
2024-12-31 $273k 539 505.86
2024-09-30 $284k 486 584.68
2024-06-30 $242k 476 509.26
2024-03-31 $203k 410 494.70

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Phillips Financial Management

Top funds holding UnitedHealth

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Geode Capital Management
T. Rowe Price Associates
Susquehanna International
Jpmorgan Chase & Co
Charles Schwab Investment Management
Sixth Street Partners Management Company
Jane Street
Morgan Stanley
Citadel Advisors

View all funds holding UnitedHealth