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UnitedHealth shares owned by Stonehaven Wealth & Tax Solutions

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Stonehaven Wealth & Tax Solutions from 13F filings

Historical chart of Stonehaven Wealth & Tax Solutions investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Stonehaven Wealth & Tax Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Stonehaven Wealth & Tax Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $254k 610 415.63

More positions owned by Stonehaven Wealth & Tax Solutions

Spdr Series Trust St Str P500etf (SPYM)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Global X Fds S&p 500 Catholic (CATH)

View all positions for Stonehaven Wealth & Tax Solutions

Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Capital World Investors
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