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UnitedHealth shares owned by Pursuit Wealth Management

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

Historical chart of Pursuit Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Pursuit Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $363k 1.1k 329.98

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First Tr Exchange-traded Wtr Etf (FIW)
American Centy Etf Tr Diversified Mu (TAXF)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ea Series Trust Whitewolf Public (LBO)
American Centy Etf Tr Large Cap Equity (ACLC)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Intl Dev Strngth (FICS)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
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NVIDIA Corporation (NVDA)
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Dimensional Etf Trust Intl Small Cap E (DFIS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pursuit 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
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox
Northern Trust

View all funds holding UnitedHealth