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Asset Planning Inc’s UnitedHealth UNH Stock Holding History

Asset Planning Inc’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 		$102K Sell
246
-156
-39% -$57.8K 0.07% 116
2026
Q1 		$109K Sell
402
-913
-69% -$272K 0.08% 109
2025
Q4 		$434K Sell
1,315
-544
-29% -$184K 0.3% 51
2025
Q3 		$642K Sell
1,859
-41
-2% -$12.4K 0.46% 41
2025
Q2 		$593K Buy
1,900
+61
+3% +$23.3K 0.45% 41
2025
Q1 		$963K Sell
1,839
-252
-12% -$129K 0.76% 28
2024
Q4 		$1.06M Buy
+2,091
New +$1.19M 0.81% 27

Other funds holding UNH

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 22.94% 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
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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Planning Inc's UNH Position: Q2 2026 in Review

Asset Planning Inc reduced its UnitedHealth (UNH) stake by 39% in Q2 2026, selling an estimated $57.8K and leaving 246 shares worth $102K. The position accounts for 0.07% of the portfolio, ranked #116.

Asset Planning Inc first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Asset Planning Inc held 246 shares of UnitedHealth worth $102K as of Q2 2026.
  • Asset Planning Inc sold 156 UnitedHealth shares in Q2 2026, an estimated $57.8K.
  • UnitedHealth made up 0.07% of Asset Planning Inc's portfolio in Q2 2026, its #116 holding.
  • Asset Planning Inc first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's UnitedHealth position peaked at $1.06M in Q4 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.