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Avantax Planning Partners’s UnitedHealth UNH Stock Holding History

Avantax Planning Partners’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 		$2.15M Sell
5,163
-56
-1% -$20.8K 0.05% 138
2026
Q1 		$1.41M Sell
5,219
-760
-13% -$226K 0.04% 159
2025
Q4 		$1.97M Buy
5,979
+178
+3% +$60.3K 0.06% 131
2025
Q3 		$2M Buy
5,801
+1,472
+34% +$445K 0.06% 131
2025
Q2 		$1.35M Buy
4,329
+652
+18% +$249K 0.04% 166
2025
Q1 		$1.93M Sell
3,677
-258
-7% -$132K 0.07% 130
2024
Q4 		$1.99M Buy
3,935
+250
+7% +$142K 0.07% 124
2024
Q3 		$2.15M Sell
3,685
-2,089
-36% -$1.18M 0.08% 124
2024
Q2 		$2.94M Sell
5,774
-975
-14% -$478K 0.09% 112
2024
Q1 		$3.34M Buy
6,749
+1,276
+23% +$649K 0.11% 112
2023
Q4 		$2.88M Sell
5,473
-244
-4% -$130K 0.11% 91
2023
Q3 		$2.88M Buy
5,717
+321
+6% +$158K 0.12% 85
2023
Q2 		$2.59M Buy
5,396
+50
+0.9% +$24.4K 0.1% 92
2023
Q1 		$2.53M Sell
5,346
-603
-10% -$291K 0.1% 92
2022
Q4 		$3.15M Sell
5,949
-127
-2% -$67.3K 0.13% 81
2022
Q3 		$3.07M Sell
6,076
-385
-6% -$202K 0.14% 77
2022
Q2 		$3.32M Buy
6,461
+841
+15% +$422K 0.14% 77
2022
Q1 		$2.87M Sell
5,620
-30
-0.5% -$14.5K 0.11% 83
2021
Q4 		$2.84M Buy
5,650
+312
+6% +$141K 0.12% 77
2021
Q3 		$2.09M Buy
5,338
+698
+15% +$289K 0.1% 86
2021
Q2 		$1.86M Buy
4,640
+87
+2% +$34.7K 0.09% 91
2021
Q1 		$1.69M Sell
4,553
-1,375
-23% -$476K 0.09% 93
2020
Q4 		$2.08M Sell
5,928
-271
-4% -$90.8K 0.11% 80
2020
Q3 		$1.93M Sell
6,199
-277
-4% -$85.1K 0.1% 85
2020
Q2 		$1.91M Buy
6,476
+683
+12% +$196K 0.11% 80
2020
Q1 		$1.45M Buy
5,793
+1,458
+34% +$401K 0.1% 81
2019
Q4 		$1.27M Buy
4,335
+106
+3% +$27.7K 0.08% 98
2019
Q3 		$919K Buy
4,229
+184
+5% +$44.4K 0.06% 113
2019
Q2 		$1M Sell
4,045
-38
-0.9% -$9.14K 0.06% 104
2019
Q1 		$1.01M Buy
4,083
+436
+12% +$111K 0.07% 104
2018
Q4 		$909K Buy
3,647
+421
+13% +$111K 0.07% 99
2018
Q3 		$858K Sell
3,226
-57
-2% -$14.8K 0.07% 93
2018
Q2 		$805K Sell
3,283
-226
-6% -$54.3K 0.07% 97
2018
Q1 		$755K Buy
3,509
+160
+5% +$36.5K 0.06% 124
2017
Q4 		$738K Sell
3,349
-1,745
-34% -$370K 0.07% 127
2017
Q3 		$998K Buy
5,094
+405
+9% +$78.2K 0.08% 121
2017
Q2 		$869K Buy
4,689
+1,410
+43% +$247K 0.07% 123
2017
Q1 		$538K Sell
3,279
-236
-7% -$38.6K 0.05% 171
2016
Q4 		$563K Buy
+3,515
New +$525K 0.06% 154

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

Avantax Planning Partners's UNH Position: Q2 2026 in Review

Avantax Planning Partners reduced its UnitedHealth (UNH) stake by 1.1% in Q2 2026, selling an estimated $20.8K and leaving 5,163 shares worth $2.15M. The position accounts for 0.05% of the portfolio, ranked #138.

Avantax Planning Partners first reported a position in UNH in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.34M in Q1 2024. 1,795 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Avantax Planning Partners held 5,163 shares of UnitedHealth worth $2.15M as of Q2 2026.
  • Avantax Planning Partners sold 56 UnitedHealth shares in Q2 2026, an estimated $20.8K.
  • UnitedHealth made up 0.05% of Avantax Planning Partners's portfolio in Q2 2026, its #138 holding.
  • Avantax Planning Partners first reported a position in UnitedHealth in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's UnitedHealth position peaked at $3.34M in Q1 2024.
  • 1,795 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.