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UnitedHealth shares owned by Park Square Financial Group

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

Historical chart of Park Square Financial Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Park Square Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $345 1 345.00
2025-06-30 $234k 749 311.97
2025-03-31 $407k 777 523.78
2024-12-31 $402k 795 505.86

More positions owned by Park Square Financial Group

Ishs Ibox $ H/y Corp Etf Etf - Fixed Income (HYG)
Invesco S&p 500 Equal Weight Etf - Equity (RSP)
Ft Enh Short Mty Etf Etf - Fixed Income (FTSM)
Spdr S&p 500 Etf Etf - Equity (SPY)
First Trust Morningstar Div Ldrs Etf Etf - Equity (FDL)
Ft Rising Div Achiev Etf Etf - Equity (RDVY)
First Trust Smith Uncon Bond Etf Etf - Fixed Income (UCON)
Ft Low Dur Opptys Etf Etf - Fixed Income (LMBS)
First Trust Lmt Dr Inv Grd Cr Etf Etf - Fixed Income (FSIG)
Inv Qqq Etf Etf - Equity
Spdr Blm Barclays High Yld Bond Etf - Fixed Income (JNK)
First Trust Long Dur Oppo Etf Etf - Fixed Income (LGOV)
Frkln Intl Lw Vlty Hg Div Indx Etf Etf - Equity (LVHI)
Spdr Gold Trust Gold Etf Etf - Equity (GLD)
Ft Glb Tactcl Cmdty Etf Etf - Equity (FTGC)

View all positions for Park Square Financial Group

Top funds holding UnitedHealth

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Capital Research and Management Company - Division 3
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FMR
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Dodge & Cox
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View all funds holding UnitedHealth