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UnitedHealth shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $229k 449 510.02
2023-09-30 $259k 482 537.34
2023-06-30 $239k 508 470.47
2023-03-31 $244k 476 512.61
2022-12-31 $295k 556 530.58

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Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Rooted Wealth Advisors

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth