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UnitedHealth shares owned by Financial Life Planners

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

Historical chart of Financial Life Planners investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Financial Life Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 92 345.65
2025-03-31 $127k 243 524.13
2024-12-31 $133k 264 502.93