UnitedHealth shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $760k | 2.1k | 358.77 |
| 2025-06-30 | $541k | 1.8k | 307.70 |
| 2025-03-31 | $1.7M | 2.8k | 599.47 |
| 2024-12-31 | $1.4M | 2.8k | 520.69 |
| 2024-09-30 | $1.5M | 2.7k | 571.34 |
| 2024-06-30 | $1.3M | 2.5k | 500.93 |
| 2024-03-31 | $1.2M | 2.5k | 468.89 |
| 2023-12-31 | $1.2M | 2.4k | 516.34 |
| 2023-09-30 | $1.3M | 2.4k | 531.63 |
| 2023-06-30 | $1.2M | 2.5k | 480.64 |
| 2023-03-31 | $1.4M | 2.8k | 495.70 |
| 2022-12-31 | $1.4M | 2.8k | 495.35 |
More positions owned by Phillips Wealth Planners
Home Depot (HD)
View all positions for Phillips Wealth Planners