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UnitedHealth shares owned by Weinberger Asset Management

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

Historical chart of Weinberger Asset Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Weinberger Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $617k 1.9k 330.19
2025-09-30 $736k 2.1k 345.33
2025-06-30 $644k 2.1k 311.99
2025-03-31 $1.2M 2.2k 523.82

More positions owned by Weinberger Asset Management

Vanguard Index Fds Total Stk Mkt (VTI)
Philip Morris International (PM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Bank of America Corporation (BAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Weinberger Asset Management

Top funds holding UnitedHealth

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Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Jane Street
Wellington Management Company
FMR
Norges Bank Investment Management
Dodge & Cox
Bank of New York Mellon

View all funds holding UnitedHealth