UnitedHealth shares owned by Plan
Historical chart of Plan investment in UnitedHealth
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All positions including UnitedHealth held by Plan consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Plan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 10k | 345.30 |
| 2025-06-30 | $3.7M | 12k | 311.97 |
| 2025-03-31 | $6.4M | 12k | 523.73 |
| 2024-12-31 | $6.5M | 13k | 505.87 |
| 2024-09-30 | $6.5M | 11k | 584.67 |
| 2024-06-30 | $5.8M | 12k | 509.28 |
| 2024-03-31 | $5.7M | 11k | 494.70 |
| 2023-12-31 | $6.1M | 12k | 526.45 |
| 2023-09-30 | $5.7M | 11k | 504.17 |
| 2023-06-30 | $5.3M | 11k | 480.63 |
| 2023-03-31 | $5.2M | 11k | 472.58 |
| 2022-12-31 | $5.8M | 11k | 530.17 |
| 2022-09-30 | $5.9M | 12k | 505.05 |
| 2022-06-30 | $6.0M | 12k | 513.60 |
| 2022-03-31 | $6.0M | 12k | 509.97 |
| 2021-12-31 | $5.8M | 12k | 502.14 |
| 2021-09-30 | $4.4M | 11k | 390.74 |
| 2021-06-30 | $4.5M | 11k | 400.47 |
| 2021-03-31 | $4.2M | 11k | 372.04 |
| 2020-12-31 | $4.0M | 11k | 350.67 |
| 2020-09-30 | $3.0M | 9.5k | 311.70 |
| 2020-06-30 | $2.8M | 9.5k | 294.96 |
| 2020-03-31 | $2.1M | 8.4k | 249.40 |
| 2019-12-31 | $2.5M | 8.5k | 293.95 |
| 2019-09-30 | $1.8M | 8.2k | 217.31 |
| 2019-06-30 | $1.6M | 6.7k | 244.02 |
| 2019-03-31 | $1.7M | 6.7k | 247.28 |
| 2018-12-31 | $1.6M | 6.5k | 249.08 |
| 2018-09-30 | $1.8M | 6.6k | 266.06 |
| 2018-06-30 | $1.6M | 6.6k | 245.41 |
| 2018-03-31 | $1.4M | 6.6k | 213.97 |
| 2017-12-31 | $1.5M | 6.6k | 220.20 |
| 2017-09-30 | $1.3M | 6.7k | 195.80 |
| 2017-06-30 | $1.2M | 6.7k | 185.44 |
| 2017-03-31 | $1.1M | 6.6k | 163.97 |
| 2016-12-31 | $1.0M | 6.6k | 159.98 |
| 2016-03-31 | $395k | 3.1k | 128.79 |
| 2014-09-30 | $491k | 5.7k | 86.22 |
| 2014-03-31 | $472k | 5.8k | 81.87 |
| 2013-12-31 | $434k | 5.8k | 75.22 |