UnitedHealth shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 757 | 345.41 |
| 2025-06-30 | $358k | 1.1k | 312.08 |
| 2025-03-31 | $487k | 930 | 523.93 |
| 2024-12-31 | $632k | 1.3k | 505.68 |
| 2024-09-30 | $550k | 941 | 584.84 |
| 2024-06-30 | $362k | 711 | 509.26 |
| 2024-03-31 | $401k | 811 | 494.70 |
| 2023-12-31 | $427k | 811 | 526.47 |
| 2023-09-30 | $459k | 911 | 504.19 |
| 2023-06-30 | $297k | 618 | 480.64 |
| 2023-03-31 | $431k | 911 | 472.59 |
| 2022-12-31 | $789k | 1.6k | 495.35 |
| 2022-09-30 | $829k | 1.5k | 540.70 |
| 2022-03-31 | $762k | 1.5k | 505.81 |
More positions owned by WealthPlan Investment Management
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