UnitedHealth shares owned by Financial Partners Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Financial Partners Group
from 13F filings
Historical chart of Financial Partners Group investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Financial Partners Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Financial Partners Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $9.7M | 31k | 311.97 |
| 2025-03-31 | $4.1M | 7.8k | 523.77 |
| 2024-12-31 | $4.1M | 8.1k | 505.83 |
| 2024-09-30 | $4.7M | 8.0k | 584.67 |
| 2024-06-30 | $4.1M | 8.0k | 509.27 |
| 2024-03-31 | $3.9M | 7.8k | 494.70 |
| 2023-12-31 | $4.0M | 7.7k | 526.45 |
| 2023-09-30 | $3.7M | 7.4k | 504.16 |
| 2023-06-30 | $3.6M | 7.4k | 480.61 |
| 2023-03-31 | $4.2M | 8.8k | 472.61 |
| 2022-12-31 | $4.7M | 9.0k | 530.19 |