UnitedHealth shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Personal Cfo Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 5.4k | 345.32 |
| 2025-06-30 | $1.3M | 4.1k | 311.97 |
| 2025-03-31 | $2.3M | 4.4k | 523.75 |
| 2024-12-31 | $2.1M | 4.2k | 505.91 |
| 2024-09-30 | $2.8M | 4.7k | 584.62 |
| 2024-06-30 | $2.4M | 4.7k | 509.22 |
| 2024-03-31 | $2.3M | 4.7k | 494.73 |
| 2023-09-30 | $2.2M | 4.4k | 504.22 |
| 2023-06-30 | $2.1M | 4.4k | 480.63 |
| 2023-03-31 | $2.0M | 4.3k | 472.54 |
| 2022-12-31 | $2.3M | 4.4k | 530.21 |
| 2022-09-30 | $2.3M | 4.5k | 505.16 |
| 2022-06-30 | $2.4M | 4.7k | 513.64 |
| 2022-03-31 | $2.4M | 4.7k | 510.04 |
| 2021-12-31 | $2.3M | 4.6k | 502.08 |
| 2021-09-30 | $1.9M | 4.8k | 390.67 |
| 2021-06-30 | $1.9M | 4.8k | 400.38 |
| 2021-03-31 | $1.8M | 4.9k | 372.14 |
| 2020-12-31 | $1.7M | 4.8k | 350.79 |
| 2020-09-30 | $999 | 4.4k | 0.23 |
| 2020-06-30 | $508k | 1.7k | 295.18 |
| 2020-03-31 | $330k | 1.3k | 249.06 |
| 2019-12-31 | $265k | 902 | 293.79 |
| 2019-09-30 | $201k | 928 | 216.59 |