Forza Wealth Management »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by Forza Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Forza Wealth Management

Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cisco Systems (CSCO)

View all positions for Forza 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