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UnitedHealth shares owned by Spectrum Planning & Advisory Services

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Spectrum Planning & Advisory Services from 13F filings

Historical chart of Spectrum Planning & Advisory Services investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Spectrum Planning & Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Spectrum Planning & Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $582k 1.7k 345.35
2025-06-30 $485k 1.6k 312.00

More positions owned by Spectrum Planning & Advisory Services

Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Large Ca (BLCV)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Microsoft Corporation (MSFT)

View all positions for Spectrum Planning & Advisory Services

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth