UnitedHealth shares owned by Forza Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Forza Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $214k | 620 | 345.08 |
| 2025-03-31 | $293k | 560 | 523.75 |
| 2024-12-31 | $283k | 560 | 505.86 |
| 2024-09-30 | $403k | 690 | 584.68 |
| 2024-06-30 | $278k | 545 | 509.26 |
| 2024-03-31 | $288k | 583 | 494.70 |
| 2023-12-31 | $444k | 843 | 526.47 |
| 2023-09-30 | $450k | 893 | 504.19 |
| 2023-06-30 | $453k | 943 | 480.64 |
| 2023-03-31 | $446k | 943 | 472.59 |