Valued Wealth Advisors »

UnitedHealth shares owned by Valued Wealth Advisors

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

Historical chart of Valued Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Valued Wealth Advisors 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 Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $121k 206 585.82
2024-06-30 $90k 177 510.41
2024-03-31 $86k 174 494.54

More positions owned by Valued Wealth Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Real Estate Etf (AVRE)
Schwab Strategic Tr Fundamental Intl (FNDC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Valued Wealth Advisors

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