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UnitedHealth shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2012-12-31 $4.0k 74 54.05
2012-09-30 $4.0k 74 54.05
2012-06-30 $7.0k 119 58.82
2012-03-31 $7.0k 111 63.06
2011-12-31 $6.0k 111 54.05

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Fidelity Covington Trust High Divid Etf (FDVV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Costco Wholesale Corporation (COST)

View all positions for Retirement Planning Group

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Capital World Investors
Geode Capital Management
Citadel Advisors
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Jane Street
Wellington Management Company
FMR
Norges Bank Investment Management
Dodge & Cox
Bank of New York Mellon

View all funds holding UnitedHealth