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UnitedHealth shares owned by Investments & Financial Planning

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

Historical chart of Investments & Financial Planning investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Investments & Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 642 345.41
2025-06-30 $200k 642 312.06
2025-03-31 $224k 428 523.15

More positions owned by Investments & Financial Planning

Vanguard Index Fds Small Cp Etf (VB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Msci World Etf (URTH)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Tesla Motors (TSLA)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Investments & Financial Planning

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth