Blom & Howell Financial Planning’s UnitedHealth UNH Stock Holding History

Blom & Howell 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	$228K	Buy	+549	New	+$203K	0.19%	59

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

Blom & Howell Financial Planning's UNH Position: Q2 2026 in Review

Blom & Howell Financial Planning opened a new position in UnitedHealth (UNH) in Q2 2026: 549 shares worth $228K. The stake represents 0.19% of the portfolio and ranks #59 among its holdings.

3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Blom & Howell Financial Planning held 549 shares of UnitedHealth worth $228K as of Q2 2026.
UnitedHealth was a new Blom & Howell Financial Planning position in Q2 2026.
UnitedHealth made up 0.19% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #59 holding.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.