UnitedHealth shares owned by Consolidated Planning Corp
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Consolidated Planning Corp
from 13F filings
Historical chart of Consolidated Planning Corp investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Consolidated Planning Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $305k | 882 | 345.30 |
| 2025-06-30 | $262k | 840 | 311.97 |
| 2025-03-31 | $715k | 1.4k | 523.75 |
| 2024-12-31 | $991k | 2.0k | 505.86 |
| 2024-09-30 | $1.2M | 2.0k | 584.68 |
| 2024-06-30 | $1.1M | 2.2k | 509.26 |
| 2024-03-31 | $1.1M | 2.2k | 494.70 |
| 2023-12-31 | $7.9M | 15k | 526.48 |
| 2023-09-30 | $7.5M | 15k | 504.20 |
| 2023-06-30 | $9.0M | 19k | 480.65 |
| 2023-03-31 | $8.5M | 18k | 472.59 |
| 2022-12-31 | $9.2M | 17k | 530.17 |
| 2022-09-30 | $8.5M | 17k | 505.03 |
| 2022-06-30 | $8.8M | 17k | 513.62 |
| 2022-03-31 | $774k | 1.5k | 510.22 |
| 2021-12-31 | $773k | 1.5k | 502.27 |
| 2021-09-30 | $601k | 1.5k | 390.51 |
| 2021-06-30 | $614k | 1.5k | 400.26 |
| 2021-03-31 | $575k | 1.5k | 371.69 |
| 2020-12-31 | $542k | 1.5k | 350.36 |
| 2020-09-30 | $452k | 1.5k | 311.51 |
| 2020-06-30 | $421k | 1.4k | 294.82 |
| 2020-03-31 | $363k | 1.5k | 249.66 |
| 2019-12-31 | $426k | 1.5k | 293.79 |
More positions owned by Consolidated Planning Corp
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