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Abacus Planning Group’s UnitedHealth UNH Stock Holding History

Abacus Planning Group’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
Q2 		$809K Sell
1,946
-25
-1% -$9.27K 0.1% 106
2026
Q1 		$533K Sell
1,971
-228
-10% -$67.9K 0.07% 131
2025
Q4 		$726K Buy
2,199
+218
+11% +$73.9K 0.1% 103
2025
Q3 		$684K Buy
1,981
+131
+7% +$39.6K 0.09% 102
2025
Q2 		$577K Sell
1,850
-483
-21% -$185K 0.09% 112
2025
Q1 		$1.22M Sell
2,333
-116
-5% -$59.3K 0.21% 64
2024
Q4 		$1.24M Sell
2,449
-86
-3% -$48.9K 0.22% 65
2024
Q3 		$1.48M Buy
2,535
+497
+24% +$281K 0.26% 56
2024
Q2 		$1.04M Buy
2,038
+260
+15% +$127K 0.2% 69
2024
Q1 		$880K Sell
1,778
-221
-11% -$112K 0.17% 80
2023
Q4 		$1.05M Buy
1,999
+29
+1% +$15.5K 0.22% 65
2023
Q3 		$993K Buy
1,970
+47
+2% +$23.1K 0.24% 64
2023
Q2 		$924K Buy
1,923
+6
+0.3% +$2.93K 0.22% 68
2023
Q1 		$906K Buy
1,917
+57
+3% +$27.5K 0.23% 69
2022
Q4 		$986K Sell
1,860
-32
-2% -$17K 0.27% 58
2022
Q3 		$956K Buy
1,892
+18
+1% +$9.46K 0.29% 59
2022
Q2 		$963K Hold
1,874
– – 0.28% 59
2022
Q1 		$956K Hold
1,874
– – 0.26% 72
2021
Q4 		$941K Buy
1,874
+384
+26% +$174K 0.25% 78
2021
Q3 		$582K Buy
1,490
+51
+4% +$21.1K 0.19% 91
2021
Q2 		$576K Sell
1,439
-532
-27% -$212K 0.18% 93
2021
Q1 		$733K Buy
1,971
+40
+2% +$13.9K 0.23% 78
2020
Q4 		$677K Hold
1,931
– – 0.21% 80
2020
Q3 		$602K Hold
1,931
– – 0.22% 80
2020
Q2 		$570K Sell
1,931
-2
-0.1% -$573 0.23% 76
2020
Q1 		$482K Buy
1,933
+899
+87% +$247K 0.24% 76
2019
Q4 		$304K Sell
1,034
-6
-0.6% -$1.57K 0.14% 123
2019
Q3 		$226K Buy
1,040
+6
+0.6% +$1.45K 0.11% 145
2019
Q2 		$252K Sell
1,034
-150
-13% -$36.1K 0.15% 128
2019
Q1 		$293K Hold
1,184
– – 0.18% 110
2018
Q4 		$295K Hold
1,184
– – 0.22% 102
2018
Q3 		$314K Buy
+1,184
New +$308K 0.21% 104

Other funds holding UNH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Abacus Planning Group's UNH Position: Q2 2026 in Review

Abacus Planning Group reduced its UnitedHealth (UNH) stake by 1.3% in Q2 2026, selling an estimated $9.27K and leaving 1,946 shares worth $809K. The position accounts for 0.1% of the portfolio, ranked #106.

Abacus Planning Group first reported a position in UNH in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.48M in Q3 2024. 1,927 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Abacus Planning Group held 1,946 shares of UnitedHealth worth $809K as of Q2 2026.
  • Abacus Planning Group sold 25 UnitedHealth shares in Q2 2026, an estimated $9.27K.
  • UnitedHealth made up 0.1% of Abacus Planning Group's portfolio in Q2 2026, its #106 holding.
  • Abacus Planning Group first reported a position in UnitedHealth in Q3 2018 and has held it in 32 quarters since.
  • Abacus Planning Group's UnitedHealth position peaked at $1.48M in Q3 2024.
  • 1,927 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.