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UnitedHealth shares owned by Powers Advisory Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Powers Advisory Group from 13F filings

Historical chart of Powers Advisory Group investment in UnitedHealth

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All positions including UnitedHealth held by Powers Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Powers Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $217k 658 330.01
2025-03-31 $242k 461 524.06
2024-12-31 $212k 420 505.51
2024-09-30 $245k 418 584.83
2024-06-30 $203k 399 508.95

More positions owned by Powers Advisory Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Fidelity Covington Trust High Divid Etf (FDVV)
Wisdomtree Tr True Developed I (DOL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Powers Advisory Group

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Capital World Investors
Geode Capital Management
Citadel Advisors
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Jane Street
Wellington Management Company
FMR
Norges Bank Investment Management
Dodge & Cox
Bank of New York Mellon

View all funds holding UnitedHealth