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UnitedHealth shares owned by Trailhead Planners

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

Historical chart of Trailhead Planners investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Trailhead Planners

Quarter filed Position value Share count Share price at filing
2026-06-30 $271k 652 415.69

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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Respon U (AVSU)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Avan Re Intl Etf (AVSD)
American Centy Etf Tr Emerging Mkt Val (AVES)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Tidal Trust Ii Rtn Stacked Bd (RSBT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Trailhead Planners

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