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UnitedHealth shares owned by Warwick Investment Management

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

Historical chart of Warwick Investment Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Warwick Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $304k 880 345.30
2025-06-30 $232k 742 311.97
2025-03-31 $310k 592 523.75
2024-12-31 $287k 568 505.86
2024-09-30 $352k 602 584.68
2024-06-30 $270k 531 509.26

More positions owned by Warwick Investment Management

Schwab Strategic Tr 1000 Index Etf (SCHK)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Select Sector Spdr Tr Energy (XLE)

View all positions for Warwick Investment 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