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

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Quarterly reported holdings in UnitedHealth by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $207k 354 584.68
2021-12-31 $210k 418 502.39

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View all positions for Falcon Wealth Planning

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth