Superior Planning, LLC’s UnitedHealth UNH Stock Holding History

Superior Planning, LLC’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.55M	Buy	+6,933	New	+$2.79M	1.06%	18

Other funds holding UNH

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Superior Planning, LLC's UNH Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in UnitedHealth (UNH) in Q3 2026: 6,933 shares worth $2.55M. The stake represents 1.06% of the portfolio and ranks #18 among its holdings.

2,450 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Superior Planning, LLC held 6,933 shares of UnitedHealth worth $2.55M as of Q3 2026.
UnitedHealth was a new Superior Planning, LLC position in Q3 2026.
UnitedHealth made up 1.06% of Superior Planning, LLC's portfolio in Q3 2026, its #18 holding.
2,450 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.