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
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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 |
|---|---|---|---|
| 2025-03-31 | $202k | 386 | 523.75 |
| 2024-12-31 | $248k | 491 | 505.86 |
| 2024-09-30 | $241k | 412 | 584.68 |