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UnitedHealth shares owned by Tandem Wealth Advisors

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

Historical chart of Tandem Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Tandem Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $411k 781 526.47
2023-09-30 $394k 781 504.19
2023-06-30 $379k 789 480.64
2023-03-31 $338k 715 472.59
2022-12-31 $379k 715 530.18

More positions owned by Tandem Wealth Advisors

Ishares Aggregate Bond Etf Etf (AGG)
Ishares Msci Eafe Etf Etf (EFA)
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY)
Ishares Mbs Etf Etf (MBB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 500 Etf Etf (SPY)
Powershares Qqq Tr Etf (QQQ)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)
Vanguard Information Technology Etf (VGT)
Ishares Msci Emerging Markets Etf Etf (EEM)
Vanguard Total Stk Mkt Etf (VTI)
Health Care Select Sector Spdr Etf (XLV)
Vanguard Total Bond Market Etf Etf (BND)

View all positions for Tandem Wealth Advisors

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth