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UnitedHealth shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in UnitedHealth

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All positions including UnitedHealth held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $376k 760 494.70
2023-12-31 $385k 732 526.47
2023-09-30 $358k 709 504.38
2023-03-31 $330k 699 472.59
2022-12-31 $357k 673 530.19

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Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for waypoint wealth counsel

Top funds holding UnitedHealth

Vanguard Group
BlackRock
FMR
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Alliancebernstein
Bornite Capital Management
Bank of America Corporation
Northern Trust
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company

View all funds holding UnitedHealth