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UnitedHealth shares owned by PCA Investment Advisory Services

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by PCA Investment Advisory Services from 13F filings

Historical chart of PCA Investment Advisory Services investment in UnitedHealth

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All positions including UnitedHealth held by PCA Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by PCA Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $250k 494 505.82
2024-09-30 $286k 489 584.94
2024-06-30 $209k 410 509.29
2023-06-30 $165k 344 480.65

More positions owned by PCA Investment Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Hdg Msci Eafe (HEFA)
Apple (AAPL)
Procter & Gamble Company (PG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for PCA Investment Advisory Services

Top funds holding UnitedHealth

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

View all funds holding UnitedHealth