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UnitedHealth shares owned by Financial Partners Group

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

Historical chart of Financial Partners Group investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Financial Partners Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $246k 498 494.21
2023-12-31 $256k 487 526.54
2023-09-30 $253k 469 538.62
2023-06-30 $257k 511 502.60
2023-03-31 $241k 509 472.89
2022-12-31 $252k 509 495.18
2022-09-30 $247k 488 506.15
2022-06-30 $215k 418 514.35
2022-03-31 $768k 1.5k 510.30
2021-12-31 $756k 1.6k 472.80
2021-09-30 $617k 1.6k 390.51
2021-06-30 $727k 1.8k 400.55
2021-03-31 $676k 1.8k 372.04
2020-12-31 $643k 1.8k 354.86
2020-09-30 $511k 1.6k 311.59