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UnitedHealth shares owned by Capital Planning

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Capital Planning from 13F filings

Historical chart of Capital Planning investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Capital Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Capital Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $241k 412 584.68

More positions owned by Capital Planning

iShares Core S&P 500 ETF Exchange Traded Fund (IVV)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
Microsoft Corp Common Stock (MSFT)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
Quanta Services Common Stock (PWR)
Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)
Vanguard Small-Cap ETF Exchange Traded Fund (VB)
Boeing Common Stock (BA)
Vanguard Large-Cap ETF Exchange Traded Fund (VV)
Schwab US Large-Cap Value ETF Exchange Traded Fund (SCHV)
TCW Compounders ETF Exchange Traded Fund (GRW)

View all positions for Capital Planning

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth