Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

ESG Planning »

UnitedHealth shares owned by ESG Planning

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

Historical chart of ESG Planning investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by ESG Planning

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$1.4M	5.3k	270.57

More positions owned by ESG Planning

NVIDIA Corporation (NVDA)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Ishares Tr National Mun Etf (MUB)

Spdr Series Trust State Street Spd (JNK)

Vanguard World Inf Tech Etf (VGT)

Pimco Etf Tr Inter Mun Bd Act (MUNI)

Alphabet Cap Stk Cl A (GOOGL)

Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

Vanguard World Consum Dis Etf (VCR)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Admiral Fds Midcp 400 Grth (IVOG)

Vanguard World Financials Etf (VFH)

Vanguard World Industrial Etf (VIS)

View all positions for ESG Planning

Top funds holding UnitedHealth

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

Bank of America Corporation

View all funds holding UnitedHealth

© 2026 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z