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UnitedHealth shares owned by Provident Wealth Management

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

Historical chart of Provident Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Provident Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $271k 463 584.68
2024-06-30 $205k 403 509.26
2020-09-30 $4.0k 12 333.33

More positions owned by Provident Wealth Management

T Rowe Price Etf Us Equity Resear (TSPA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Pacer Fds Tr Pacer Us Small (CALF)
Spdr Ser Tr Russell Low Vol (ONEV)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Provident Wealth Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
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

View all funds holding UnitedHealth