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UnitedHealth shares owned by TKG Advisors

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

Historical chart of TKG Advisors investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by TKG Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 9.5k 345.30
2023-03-31 $1.8M 3.8k 472.56
2022-12-31 $2.6M 4.8k 530.17
2022-09-30 $2.3M 4.6k 505.05
2022-06-30 $1.8M 3.4k 513.68

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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
International Business Machines (IBM)
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Spdr Series Trust Bloomberg 1-3 Mo (BIL)
American Express Company (AXP)
Hartford Financial Services (HIG)
First Tr Exchange-traded First Tr Enh New (FTSM)
Entergy Corporation (ETR)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Spdr Series Trust Portfoli S&p1500 (SPTM)

View all positions for TKG Advisors

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