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 |
|---|---|---|---|
| 2025-09-30 | $1.3M | 3.8k | 345.27 |
| 2025-06-30 | $1.3M | 4.0k | 311.95 |
| 2025-03-31 | $1.5M | 2.9k | 523.80 |
| 2024-12-31 | $1.3M | 2.5k | 506.05 |