UnitedHealth shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $84k | 243 | 345.30 |
| 2025-06-30 | $59k | 189 | 311.97 |
| 2025-03-31 | $99k | 189 | 523.75 |
| 2024-12-31 | $508k | 1.0k | 505.96 |
| 2024-09-30 | $584k | 999 | 584.68 |
| 2024-06-30 | $542k | 1.1k | 509.26 |
| 2024-03-31 | $549k | 1.1k | 494.70 |
| 2023-12-31 | $776k | 1.5k | 504.19 |
| 2023-09-30 | $85k | 169 | 504.20 |
| 2023-06-30 | $81k | 169 | 480.65 |
| 2023-03-31 | $21k | 45 | 472.60 |