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UnitedHealth shares owned by Ratio Wealth Group

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

Historical chart of Ratio Wealth Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Ratio Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $215k 435 494.70
2023-09-30 $219k 435 504.19

More positions owned by Ratio Wealth Group

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Usd Inv Grde Etf (USIG)
Columbia Etf Tr I Research Enhan (CRED)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Ratio Wealth Group

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