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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
2024-09-30 $246k 421 584.68

More positions owned by Wiser Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Wiser Wealth Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth