Capital Planning Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.17M | Sell |
4,326
-251
| -5% | -$74.7K | 0.17% | 73 |
|
|
2025
Q4 | $1.51M | Sell |
4,577
-321
| -7% | -$109K | 0.2% | 72 |
|
|
2025
Q3 | $1.69M | Buy |
4,898
+126
| +3% | +$38.1K | 0.23% | 68 |
|
|
2025
Q2 | $1.49M | Sell |
4,772
-8,568
| -64% | -$3.27M | 0.22% | 65 |
|
|
2025
Q1 | $6.99M | Sell |
13,340
-175
| -1% | -$89.5K | 1.08% | 26 |
|
|
2024
Q4 | $6.84M | Buy |
13,515
+779
| +6% | +$443K | 1.06% | 25 |
|
|
2024
Q3 | $7.45M | Buy |
12,736
+87
| +0.7% | +$49.2K | 1.12% | 22 |
|
|
2024
Q2 | $6.44M | Buy |
12,649
+135
| +1% | +$66.2K | 1.1% | 23 |
|
|
2024
Q1 | $6.19M | Sell |
12,514
-69
| -0.5% | -$35.1K | 1.09% | 23 |
|
|
2023
Q4 | $6.62M | Sell |
12,583
-234
| -2% | -$125K | 1.25% | 19 |
|
|
2023
Q3 | $6.46M | Sell |
12,817
-14
| -0.1% | -$6.89K | 1.35% | 19 |
|
|
2023
Q2 | $6.17M | Buy |
12,831
+145
| +1% | +$70.9K | 1.25% | 20 |
|
|
2023
Q1 | $6M | Sell |
12,686
-180
| -1% | -$86.9K | 1.27% | 21 |
|
|
2022
Q4 | $6.82M | Sell |
12,866
-984
| -7% | -$521K | 1.62% | 17 |
|
|
2022
Q3 | $7M | Buy |
13,850
+260
| +2% | +$137K | 1.88% | 13 |
|
|
2022
Q2 | $6.98M | Buy |
13,590
+43
| +0.3% | +$21.6K | 1.85% | 13 |
|
|
2022
Q1 | $6.91M | Buy |
13,547
+77
| +0.6% | +$37.1K | 1.48% | 18 |
|
|
2021
Q4 | $6.76M | Buy |
13,470
+98
| +0.7% | +$44.4K | 1.29% | 21 |
|
|
2021
Q3 | $5.22M | Buy |
13,372
+73
| +0.5% | +$30.2K | 1.08% | 24 |
|
|
2021
Q2 | $5.33M | Buy |
13,299
+34
| +0.3% | +$13.6K | 1.09% | 24 |
|
|
2021
Q1 | $4.94M | Sell |
13,265
-945
| -7% | -$327K | 1.11% | 27 |
|
|
2020
Q4 | $4.98M | Buy |
14,210
+43
| +0.3% | +$14.4K | 1.22% | 25 |
|
|
2020
Q3 | $4.42M | Sell |
14,167
-149
| -1% | -$45.8K | 1.21% | 25 |
|
|
2020
Q2 | $4.22M | Buy |
14,316
+3
| +0% | +$860 | 1.26% | 24 |
|
|
2020
Q1 | $3.57M | Sell |
14,313
-1,007
| -7% | -$277K | 1.33% | 23 |
|
|
2019
Q4 | $4.5M | Sell |
15,320
-86
| -0.6% | -$22.5K | 1.18% | 27 |
|
|
2019
Q3 | $3.35M | Sell |
15,406
-549
| -3% | -$132K | 0.97% | 34 |
|
|
2019
Q2 | $3.89M | Buy |
15,955
+509
| +3% | +$122K | 1.14% | 30 |
|
|
2019
Q1 | $3.82M | Buy |
15,446
+1,353
| +10% | +$345K | 1.17% | 25 |
|
|
2018
Q4 | $3.51M | Buy |
14,093
+2,183
| +18% | +$577K | 1.28% | 23 |
|
|
2018
Q3 | $3.17M | Buy |
11,910
+3,951
| +50% | +$1.03M | 1.01% | 29 |
|
|
2018
Q2 | $1.95M | Sell |
7,959
-767
| -9% | -$184K | 0.88% | 39 |
|
|
2018
Q1 | $1.87M | Buy |
8,726
+326
| +4% | +$74.5K | 0.66% | 45 |
|
|
2017
Q4 | $1.85M | Buy |
8,400
+1,090
| +15% | +$231K | 0.65% | 46 |
|
|
2017
Q3 | $1.43M | Buy |
7,310
+3,456
| +90% | +$668K | 0.56% | 49 |
|
|
2017
Q2 | $715K | Buy |
3,854
+1,867
| +94% | +$327K | 0.32% | 65 |
|
|
2017
Q1 | $326K | Buy |
+1,987
| New | +$325K | 0.16% | 90 |
|
Other funds holding UNH
VCM
VPM
Capital Planning Advisors's UNH Position: Q1 2026 in Review
Capital Planning Advisors reduced its UnitedHealth (UNH) stake by 5.5% in Q1 2026, selling an estimated $74.7K and leaving 4,326 shares worth $1.17M. The position accounts for 0.17% of the portfolio, ranked #73.
Capital Planning Advisors first reported a position in UNH in Q1 2017 and has held it in 37 quarters since. The position peaked at $7.45M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Capital Planning Advisors held 4,326 shares of UnitedHealth worth $1.17M as of Q1 2026.
- Capital Planning Advisors sold 251 UnitedHealth shares in Q1 2026, an estimated $74.7K.
- UnitedHealth made up 0.17% of Capital Planning Advisors's portfolio in Q1 2026, its #73 holding.
- Capital Planning Advisors first reported a position in UnitedHealth in Q1 2017 and has held it in 37 quarters since.
- Capital Planning Advisors's UnitedHealth position peaked at $7.45M in Q3 2024.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.