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UnitedHealth shares owned by Kaizen Financial Strategies

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Kaizen Financial Strategies from 13F filings

Historical chart of Kaizen Financial Strategies investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Kaizen Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $245k 419 584.88
2024-03-31 $272k 549 494.47
2023-12-31 $319k 606 526.84
2023-09-30 $304k 603 504.42
2023-06-30 $283k 625 452.04
2023-03-31 $432k 914 472.37
2022-12-31 $381k 778 489.88
2022-09-30 $269k 532 505.64

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Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Blackstone Group Inc Com Cl A (BX)
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Tesla Motors (TSLA)
Schwab Strategic Tr Long Term Us (SCHQ)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Amazon (AMZN)

View all positions for Kaizen Financial Strategies

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Royal Bank of Canada
Franklin Resources
Wells Fargo & Company
Alliancebernstein
Bank of New York Mellon
Nuveen Asset Management
Bank of America Corporation
Charles Schwab Investment Management

View all funds holding UnitedHealth