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UnitedHealth shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $88k 254 345.30
2025-06-30 $81k 258 311.97
2025-03-31 $107k 204 523.75

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View all positions for Smallwood Wealth Investment 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
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth