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UnitedHealth shares owned by WealthPoint Financial

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

Historical chart of WealthPoint Financial investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $233k 706 330.11

More positions owned by WealthPoint Financial

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Sp 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T Sp 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Core Msci Emkt (IEMG)
Lpl Financial Holdings (LPLA)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for WealthPoint Financial

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
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox
Bank of New York Mellon

View all funds holding UnitedHealth