UnitedHealth shares owned by Asset Planning
Historical chart of Asset Planning investment in UnitedHealth
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All positions including UnitedHealth held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $642k | 1.9k | 345.31 |
| 2025-06-30 | $593k | 1.9k | 311.93 |
| 2025-03-31 | $963k | 1.8k | 523.65 |
| 2024-12-31 | $1.1M | 2.1k | 505.82 |