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UnitedHealth shares owned by Rf&l Wealth Management

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

Historical chart of Rf&l Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Rf&l Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 5.2k 345.30
2025-06-30 $1.7M 5.3k 311.97
2025-03-31 $1.2M 2.3k 523.75

More positions owned by Rf&l Wealth Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Fundamental Intl (FNDC)
Meta Platforms Cl A (META)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Rf&l Wealth Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth