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UnitedHealth shares owned by Websterrogers Financial Advisors

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

Historical chart of Websterrogers Financial Advisors investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Websterrogers Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $231k 440 523.75
2024-12-31 $223k 440 505.86

More positions owned by Websterrogers Financial Advisors

Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr International Lr (AVIV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for Websterrogers Financial Advisors

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