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UnitedHealth shares owned by Wiser Wealth Management

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

Historical chart of Wiser Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Wiser Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 673 345.30
2025-03-31 $246k 469 523.75
2024-12-31 $244k 482 505.86
2024-09-30 $246k 421 584.68

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Ishares Tr 0-5yr Invt Gr Cp (SLQD)
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Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
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View all positions for Wiser Wealth Management

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