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UnitedHealth shares owned by Rialto Wealth Management

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

Historical chart of Rialto Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Rialto Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $27k 77 345.31
2025-06-30 $24k 76 311.97
2025-03-31 $63k 120 523.75
2024-12-31 $142k 281 505.86

More positions owned by Rialto Wealth Management

Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Rialto 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