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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
2025-09-30 $368k 1.1k 345.30
2025-06-30 $216k 693 311.97
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)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Wisdomtree Tr Us Midcap Fund (EZM)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Spdr Series Trust Russell Low Vol (ONEV)
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)

View all positions for Provident Wealth Management

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