Action Point Financial Planning’s UnitedHealth UNH Stock Holding History

Action Point Financial Planning’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	$138K	Buy	+339	New	+$126K	0.01%	518

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Action Point Financial Planning's UNH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in UnitedHealth (UNH) in Q2 2026: 339 shares worth $138K. The stake represents 0.01% of the portfolio and ranks #518 among its holdings.

3,362 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Action Point Financial Planning held 339 shares of UnitedHealth worth $138K as of Q2 2026.
UnitedHealth was a new Action Point Financial Planning position in Q2 2026.
UnitedHealth made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #518 holding.
3,362 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.