UnitedHealth shares owned by Planning Center
Historical chart of Planning Center investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Planning Center consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Planning Center
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $381k | 1.1k | 345.30 |
| 2025-06-30 | $346k | 1.1k | 311.97 |
| 2025-03-31 | $593k | 1.1k | 523.85 |
| 2024-12-31 | $572k | 1.1k | 505.94 |
| 2024-09-30 | $669k | 1.1k | 584.74 |
| 2024-06-30 | $1.5M | 2.9k | 509.27 |
| 2024-03-31 | $1.4M | 2.9k | 494.71 |
| 2023-12-31 | $1.5M | 2.9k | 526.47 |
| 2023-09-30 | $1.5M | 2.9k | 504.18 |
| 2023-06-30 | $1.4M | 2.9k | 480.63 |
| 2023-03-31 | $1.5M | 2.9k | 526.21 |
| 2022-12-31 | $1.6M | 2.9k | 530.15 |
| 2022-09-30 | $1.1M | 2.2k | 499.55 |
| 2022-06-30 | $1.2M | 2.3k | 515.06 |
| 2022-03-31 | $1.0M | 2.0k | 509.75 |
| 2021-12-31 | $959k | 2.0k | 479.74 |