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UnitedHealth shares owned by Holistic Planning

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 506 415.58

More positions owned by Holistic Planning

Ea Series Trust Strive 500 Etf (STXF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ea Series Trust Stri 1000 Va Etf (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
First Tr Exchange-traded Vest Laddered (ACYN)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
T. Rowe Price Associates
Susquehanna International
Jpmorgan Chase & Co
Charles Schwab Investment Management
Sixth Street Partners Management Company
Jane Street
Morgan Stanley
Citadel Advisors

View all funds holding UnitedHealth