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UnitedHealth shares owned by RIA Advisory Group

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

Historical chart of RIA Advisory Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by RIA Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $271k 786 345.33

More positions owned by RIA Advisory Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Silver Tr Ishares (SLV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Proshares Tr Pshs Ultra Qqq (QLD)
NVIDIA Corporation (NVDA)
Proshares Tr Pshs Ult S&p 500 (SSO)
Microsoft Corporation (MSFT)
Verizon Communications (VZ)
Ishares Tr Short Treas Bd (SHV)
McDonald's Corporation (MCD)

View all positions for RIA Advisory Group

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