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UnitedHealth shares owned by Sonoma Allocations

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sonoma Allocations from 13F filings

Historical chart of Sonoma Allocations investment in UnitedHealth

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All positions including UnitedHealth held by Sonoma Allocations consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Sonoma Allocations

Quarter filed Position value Share count Share price at filing
2025-09-30 $432k 1.2k 357.19

More positions owned by Sonoma Allocations

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Goldman Sachs Physical Gold Unit (AAAU)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust Bloomberg 1 10 Y (TIPX)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Wisdomtree Tr European Opportu (OPPE)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Two Rds Shared Tr Anfield Unvl Etf (AFIF)

View all positions for Sonoma Allocations

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