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UnitedHealth shares owned by CFC Planning

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

Historical chart of CFC Planning investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by CFC Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.5M 14k 330.11
2025-09-30 $4.4M 13k 345.30
2025-03-31 $258k 492 523.75
2024-12-31 $248k 491 505.86