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UnitedHealth shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $13k 43 311.98
2025-03-31 $18k 31 578.52
2024-12-31 $12k 23 505.87

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Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
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Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

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