U S Wealth Group »

UnitedHealth shares owned by U S Wealth Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by U S Wealth Group from 13F filings

Historical chart of U S Wealth Group investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by U S Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by U S Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 8.1k 345.30
2025-06-30 $1.4M 4.4k 311.97

More positions owned by U S Wealth Group

TLT Etf (TLT)
Ishares Tr Lehman Bd Common Stock (AGG)
Ief Etf (IEF)
Alphabet Common Stock (GOOGL)
Nvidia Corp Common Stock (NVDA)
Apple Computer Common Stock (AAPL)
Streettracks Gold TRUST Common Stock
Schwab US Large Cap Etf Etf (SCHX)
Facebook Inc Class A Common Stock (META)
Microsoft Corp Common Stock (MSFT)
Amazon Common Stock (AMZN)
Goldman Sachs Group Common Stock (GS)
Exxon Mobil Corporation Common Stock (XOM)
Broadcom Common Stock
United Rentals Common Stock (URI)

View all positions for U S Wealth Group

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Capital World Investors
Geode Capital Management
Citadel Advisors
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Jane Street
Wellington Management Company
FMR
Norges Bank Investment Management
Dodge & Cox
Bank of New York Mellon

View all funds holding UnitedHealth