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UnitedHealth shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $983k 2.8k 345.24
2025-06-30 $981k 3.1k 311.93
2025-03-31 $1.2M 2.4k 523.64
2024-12-31 $910k 1.8k 505.93
2024-09-30 $1.0M 1.8k 584.59

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Precedent Wealth Partners

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
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth