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UnitedHealth shares owned by Shakespeare Wealth Management

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

Historical chart of Shakespeare Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $227k 546 415.65
2025-03-31 $234k 447 523.91
2024-12-31 $225k 444 505.89
2024-09-30 $254k 435 584.56
2023-09-30 $205k 407 503.60
2022-12-31 $210k 395 530.50

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Series Trust ST STR SP400GRW (MDYG)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Series Trust St Str Sp600grwo (SLYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wec Energy Group (WEC)
Apple (AAPL)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Shakespeare Wealth Management

Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
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Vanguard Portfolio Management
Geode Capital Management
T. Rowe Price Associates
Susquehanna International
Jpmorgan Chase & Co
Charles Schwab Investment Management
Sixth Street Partners Management Company
Jane Street
Morgan Stanley
Citadel Advisors

View all funds holding UnitedHealth