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UnitedHealth shares owned by Planning Strategies

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Planning Strategies from 13F filings

Historical chart of Planning Strategies investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Planning Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $22k 53 415.62

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Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
T. Rowe Price Associates
Charles Schwab Investment Management
Citadel Advisors
Capital Research Global Investors
Morgan Stanley
Jane Street
FMR
Bank of America Corporation

View all funds holding UnitedHealth