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UnitedHealth shares owned by Wealth Forward

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

Historical chart of Wealth Forward investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Wealth Forward

Quarter filed Position value Share count Share price at filing
2024-12-31 $512k 1.0k 505.86
2024-09-30 $741k 1.3k 584.68
2024-06-30 $645k 1.3k 509.26
2024-03-31 $627k 1.3k 494.70
2023-12-31 $667k 1.3k 526.47

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View all positions for Wealth Forward

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Wellington Management Company
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Norges Bank Investment Management
Northern Trust
Franklin Resources

View all funds holding UnitedHealth