UnitedHealth shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $461k | 1.3k | 345.30 |
| 2025-06-30 | $380k | 1.2k | 311.97 |
| 2025-03-31 | $748k | 1.4k | 523.75 |
| 2024-09-30 | $207k | 354 | 584.68 |
| 2021-12-31 | $210k | 418 | 502.39 |