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UnitedHealth shares owned by Willow Creek Wealth Management

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

Historical chart of Willow Creek Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Willow Creek Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $257k 488 526.47
2022-12-31 $200k 378 529.10

More positions owned by Willow Creek Wealth Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Portfolio Short (SPSB)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Ser Tr Portfli Tips Etf (SPIP)

View all positions for Willow Creek Wealth Management

Top funds holding UnitedHealth

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Capital Research Global Investors
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Northern Trust
Legal & General Group
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View all funds holding UnitedHealth