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UnitedHealth shares owned by Elser Financial Planning

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

Historical chart of Elser Financial Planning investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Elser Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $234k 851 274.98
2025-06-30 $289k 988 292.49
2024-12-31 $524k 1.0k 505.86
2024-06-30 $497k 975 509.26

More positions owned by Elser Financial Planning

Merchants Bancorp Ind (MBIN)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Dimensional Inte (DFGX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Elser Financial Planning

Top funds holding UnitedHealth

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
Citadel Advisors
Capital Research Global Investors
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Bank of America Corporation

View all funds holding UnitedHealth