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UnitedHealth shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $674k 1.3k 526.47
2023-09-30 $75k 149 504.19
2022-12-31 $371k 700 530.18
2022-09-30 $399k 791 504.42
2022-06-30 $395k 769 513.65
2022-03-31 $196k 384 510.42

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View all positions for Spartan Planning & Wealth Management

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth