UnitedHealth shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 4.6k | 345.30 |
| 2025-06-30 | $1.4M | 4.6k | 311.94 |
| 2025-03-31 | $2.3M | 4.3k | 523.69 |
| 2024-12-31 | $2.1M | 4.1k | 505.80 |
| 2024-09-30 | $3.5M | 6.1k | 584.63 |
| 2024-06-30 | $3.1M | 6.1k | 509.22 |
| 2024-03-31 | $3.0M | 6.0k | 494.66 |
| 2023-12-31 | $3.2M | 6.0k | 526.43 |
| 2023-09-30 | $3.1M | 6.1k | 504.15 |
| 2023-06-30 | $2.9M | 6.0k | 480.63 |
| 2023-03-31 | $2.9M | 6.1k | 472.59 |
| 2022-12-31 | $3.2M | 6.1k | 530.18 |
| 2022-09-30 | $3.1M | 6.2k | 500.00 |
| 2022-06-30 | $3.2M | 6.3k | 513.60 |
| 2022-03-31 | $3.0M | 6.0k | 509.91 |
| 2021-12-31 | $2.4M | 4.9k | 500.00 |
| 2021-09-30 | $1.8M | 4.6k | 390.79 |
| 2021-06-30 | $1.8M | 4.6k | 400.44 |
| 2021-03-31 | $1.7M | 4.7k | 372.09 |
| 2020-12-31 | $1.4M | 4.0k | 348.84 |
| 2020-09-30 | $1.2M | 3.9k | 311.11 |
| 2020-06-30 | $1.2M | 3.9k | 296.30 |
| 2020-03-31 | $992k | 4.0k | 248.28 |
| 2019-12-31 | $928k | 3.2k | 293.86 |
| 2019-09-30 | $502k | 2.3k | 217.22 |
| 2019-06-30 | $529k | 2.2k | 244.13 |
| 2019-03-31 | $452k | 1.8k | 247.30 |
| 2018-12-31 | $603k | 2.4k | 248.97 |
| 2018-09-30 | $629k | 2.4k | 266.29 |
| 2018-06-30 | $577k | 2.3k | 245.60 |
| 2018-03-31 | $479k | 2.2k | 213.81 |
| 2017-12-31 | $70k | 318 | 220.22 |
More positions owned by Pinnacle Wealth Planning Services
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