UnitedHealth shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $285k | 824 | 345.30 |
| 2023-12-31 | $674k | 1.3k | 526.47 |
| 2023-09-30 | $75k | 149 | 504.19 |
| 2022-12-31 | $371k | 700 | 530.18 |
| 2022-09-30 | $399k | 791 | 504.42 |
| 2022-06-30 | $395k | 769 | 513.65 |
| 2022-03-31 | $196k | 384 | 510.42 |
More positions owned by Spartan Planning & Wealth Management
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