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Twin Peaks Wealth Advisors »

UnitedHealth shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Twin Peaks Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$353k	603	585.07
2024-06-30	$249k	489	509.59
2023-12-31	$230k	437	526.65

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Meta Platforms Cl A (META)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Ishares Tr Core Total Usd (IUSB)

First Tr Exchange-traded First Tr Enh New (FTSM)

First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

Microsoft Corporation (MSFT)

Invesco Qqq Tr Unit Ser 1 (QQQ)

NVIDIA Corporation (NVDA)

First Tr Exchange-traded Us Eqty Oppt Etf (FPX)

Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Twin Peaks Wealth Advisors

Top funds holding UnitedHealth

State Street Corporation

Jpmorgan Chase & Co

Capital World Investors

T. Rowe Price Associates

Geode Capital Management

Capital Research Global Investors

Capital Research and Management Company - Division 3

Franklin Resources

Bank of America Corporation

Royal Bank of Canada

View all funds holding UnitedHealth

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