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UnitedHealth shares owned by Sagespring Wealth Partners

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

Historical chart of Sagespring Wealth Partners investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Sagespring Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 9.8k 345.30
2025-06-30 $3.1M 9.9k 311.99
2024-12-31 $8.9M 18k 505.85

More positions owned by Sagespring Wealth Partners

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Tcw Transform Etf Trust Transform System (PWRD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Sagespring Wealth Partners

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