UnitedHealth shares owned by Asset Planning Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Asset Planning Services
from 13F filings
Historical chart of Asset Planning Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Asset Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $6.5M | 12k | 523.71 |
| 2024-12-31 | $6.4M | 13k | 505.84 |
| 2024-09-30 | $7.3M | 13k | 584.68 |
| 2024-06-30 | $6.3M | 12k | 509.30 |
| 2024-03-31 | $6.3M | 13k | 494.67 |
| 2023-12-31 | $6.8M | 13k | 526.49 |
| 2023-09-30 | $6.6M | 13k | 504.16 |
| 2023-06-30 | $6.9M | 14k | 480.67 |
| 2023-03-31 | $7.0M | 15k | 472.57 |
| 2022-12-31 | $8.5M | 16k | 530.20 |
| 2022-09-30 | $8.1M | 16k | 505.02 |
| 2022-06-30 | $8.2M | 16k | 513.63 |
| 2022-03-31 | $8.2M | 16k | 509.96 |
| 2021-12-31 | $8.1M | 16k | 502.12 |
| 2021-09-30 | $6.5M | 17k | 390.73 |
| 2021-06-30 | $6.6M | 17k | 400.42 |
| 2021-03-31 | $6.1M | 16k | 372.05 |
| 2020-12-31 | $5.9M | 17k | 350.70 |
| 2020-09-30 | $5.3M | 17k | 311.80 |
| 2020-06-30 | $5.0M | 17k | 294.93 |
| 2020-03-31 | $4.2M | 17k | 249.41 |
| 2019-12-31 | $4.7M | 16k | 293.96 |
| 2019-09-30 | $3.5M | 16k | 217.33 |
| 2019-06-30 | $4.1M | 17k | 244.01 |
| 2019-03-31 | $3.9M | 16k | 247.28 |