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UnitedHealth shares owned by Power Wealth Management

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

Historical chart of Power Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Power Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $250k 428 584.75
2023-12-31 $203k 385 526.47

More positions owned by Power Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr National Mun Etf (MUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Microsoft Corporation (MSFT)

View all positions for Power Wealth Management

Top funds holding UnitedHealth

BlackRock
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada
Wells Fargo & Company
Bank of New York Mellon
Invesco
Charles Schwab Investment Management

View all funds holding UnitedHealth