UnitedHealth shares owned by Peak Retirement Planning
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Peak Retirement Planning
from 13F filings
Historical chart of Peak Retirement Planning investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Peak Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270k | 783 | 345.32 |
| 2025-06-30 | $252k | 807 | 311.78 |
| 2025-03-31 | $445k | 849 | 523.75 |
| 2024-12-31 | $351k | 693 | 506.23 |