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UnitedHealth shares owned by Estate Planners Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in UnitedHealth

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All positions including UnitedHealth held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 38 330.11

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Capital World Investors
Citadel Advisors
Geode Capital Management
Capital Research and Management Company - Division 3
Jane Street
Wellington Management Company
Norges Bank Investment Management
FMR
Dodge & Cox
Bank of New York Mellon
Northern Trust

View all funds holding UnitedHealth