Virginia Estate & Retirement Planning Advisors »

UnitedHealth shares owned by Virginia Estate & Retirement Planning Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Virginia Estate & Retirement Planning Advisors from 13F filings

Historical chart of Virginia Estate & Retirement Planning Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Virginia Estate & Retirement Planning Advisors 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 Virginia Estate & Retirement Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 39 270.59

More positions owned by Virginia Estate & Retirement Planning Advisors

Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Ishares Tr Msci Kokusai Etf (TOK)
Sprott Asset Management Physical Silver (PSLV)
Schwab Strategic Tr Core Bond Etf (Principal) (SCCR)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Etf Ser Solutions Vident Internati (VIDI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (FLRN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Applied Materials (AMAT)
Meta Platforms Cl A (META)

View all positions for Virginia Estate & Retirement Planning Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
Charles Schwab Investment Management
Citadel Advisors
Capital Research Global Investors
Morgan Stanley
Jane Street
FMR
Bank of America Corporation

View all funds holding UnitedHealth