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UnitedHealth shares owned by Intrepid Financial Planning Group

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

Historical chart of Intrepid Financial Planning Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Intrepid Financial Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $698k 1.2k 584.68
2024-06-30 $608k 1.2k 509.26
2024-03-31 $620k 1.3k 494.70
2023-09-30 $629k 1.2k 504.19
2023-06-30 $600k 1.2k 480.64
2023-03-31 $567k 1.2k 472.59
2022-12-31 $636k 1.2k 530.18
2022-09-30 $550k 1.1k 504.59
2022-06-30 $552k 1.1k 513.49

More positions owned by Intrepid Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
JPMorgan Chase & Co. (JPM)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Northwest Bancshares (NWBI)
Select Sector Spdr Tr Indl (XLI)
Spdr Ser Tr S&p Semicndctr (XSD)

View all positions for Intrepid Financial Planning Group

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