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Comprehensive Financial Planning »

UnitedHealth shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Comprehensive Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$35k	102	344.25
2025-06-30	$47k	152	311.43
2025-03-31	$16k	31	525.94
2024-12-31	$16k	31	505.87

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Top funds holding UnitedHealth

State Street Corporation

Susquehanna International

Geode Capital Management

Capital World Investors

Citadel Advisors

Jpmorgan Chase & Co

Capital Research and Management Company - Division 3

Wellington Management Company

Capital Research Global Investors

View all funds holding UnitedHealth

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