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UnitedHealth shares owned by Trueblood Wealth Management

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

Historical chart of Trueblood Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $991k 2.9k 345.34
2025-06-30 $914k 2.9k 311.96
2025-03-31 $2.3M 4.4k 523.76
2024-12-31 $2.2M 4.4k 505.87
2024-03-31 $2.3M 4.7k 494.70
2023-12-31 $2.8M 5.2k 526.43

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NVIDIA Corporation (NVDA)
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First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange-traded A Com Shs (FTA)
Arthur J. Gallagher & Co. (AJG)
Cincinnati Financial Corporation (CINF)
Caterpillar (CAT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Republic Services (RSG)
First Tr Exchange Traded Dj Glbl Divid (FGD)

View all positions for Trueblood Wealth Management

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