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UnitedHealth shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $549k 1.1k 494.70
2023-12-31 $776k 1.5k 504.19
2023-09-30 $85k 169 504.20
2023-06-30 $81k 169 480.65
2023-03-31 $21k 45 472.60

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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View all positions for Zrc Wealth Management

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth