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UnitedHealth shares owned by Tred Avon Family Wealth

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Tred Avon Family Wealth from 13F filings

Historical chart of Tred Avon Family Wealth investment in UnitedHealth

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All positions including UnitedHealth held by Tred Avon Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Tred Avon Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 3.7k 330.11

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View all positions for Tred Avon Family Wealth

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