UnitedHealth shares owned by Center for Financial Planning
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $487k | 1.4k | 345.40 |
| 2025-06-30 | $369k | 1.2k | 312.06 |
| 2025-03-31 | $672k | 1.3k | 523.86 |
| 2024-12-31 | $572k | 1.1k | 505.97 |
| 2024-09-30 | $651k | 1.1k | 584.78 |
| 2024-06-30 | $417k | 819 | 509.36 |
| 2024-03-31 | $404k | 816 | 494.77 |
| 2023-12-31 | $422k | 801 | 526.52 |
| 2023-09-30 | $404k | 801 | 504.21 |
| 2023-06-30 | $553k | 1.2k | 480.64 |
| 2023-03-31 | $539k | 1.1k | 472.59 |
| 2022-12-31 | $575k | 1.1k | 530.18 |
| 2022-09-30 | $522k | 1.0k | 504.84 |
| 2022-06-30 | $523k | 1.0k | 513.75 |
| 2022-03-31 | $511k | 1.0k | 509.47 |
| 2021-12-31 | $504k | 1.0k | 502.49 |
| 2021-09-30 | $374k | 958 | 390.40 |
| 2021-06-30 | $382k | 953 | 400.84 |
| 2021-03-31 | $409k | 1.1k | 372.16 |
| 2020-12-31 | $385k | 1.1k | 350.32 |
| 2020-09-30 | $343k | 1.1k | 312.10 |
| 2020-06-30 | $324k | 1.1k | 295.35 |
| 2020-03-31 | $104k | 417 | 249.40 |
| 2019-12-31 | $120k | 407 | 294.84 |
More positions owned by Center for Financial Planning
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