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UnitedHealth shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by True Wealth Design

Quarter filed Position value Share count Share price at filing
2024-09-30 $121k 207 584.86
2024-06-30 $26k 50 509.26
2024-03-31 $25k 50 494.70
2023-12-31 $31k 58 526.48

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
T Rowe Price Etf Floating Rate (TFLR)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for True Wealth Design

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth