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UnitedHealth shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor Group investment in UnitedHealth

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All positions including UnitedHealth held by Wiser Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $88k 177 497.44

More positions owned by Wiser Advisor Group

Vanguard S&p MF Closed and MF Open (VOO)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (FMB)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Small MF Closed and MF Open (VB)
Indexiq Iq MF Closed and MF Open (HFXI)
Amazon Common Stock (AMZN)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (XMHQ)
Alphabet Common Stock (GOOGL)
Meta Platforms Common Stock (META)
First Trust MF Closed and MF Open (FPE)
Microsoft Corp Common Stock (MSFT)
Jpmorgan Chase Common Stock (JPM)

View all positions for Wiser Advisor Group

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
FMR
Capital World Investors
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Bornite Capital Management
Bank of America Corporation

View all funds holding UnitedHealth