Capital & Planning LLC’s UnitedHealth UNH Stock Holding History

Capital & Planning LLC’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	$1.45M	Buy	3,492 +289	+9%	+$107K	0.75%	22
2026 Q1	$867K	Buy	+3,203	New	+$954K	0.53%	26
2025 Q4	–	Sell	-3,827	Closed	-$1.32M	–	35
2025 Q3	$1.32M	Sell	3,827 -196	-5%	-$59.3K	0.82%	25
2025 Q2	$1.25M	Buy	4,023 +1,144	+40%	+$437K	0.85%	26
2025 Q1	$1.51M	Buy	2,879 +330	+13%	+$169K	1.12%	21
2024 Q4	$1.29M	Buy	+2,549	New	+$1.45M	0.94%	23

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 $3.38T AUM 44.17% 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

Capital & Planning LLC's UNH Position: Q2 2026 in Review

Capital & Planning LLC increased its UnitedHealth (UNH) stake by 9% in Q2 2026, buying an estimated $107K and bringing the position to 3,492 shares worth $1.45M. The position accounts for 0.75% of the portfolio, ranked #22.

Capital & Planning LLC first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.51M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Capital & Planning LLC held 3,492 shares of UnitedHealth worth $1.45M as of Q2 2026.
Capital & Planning LLC bought 289 UnitedHealth shares in Q2 2026, an estimated $107K.
UnitedHealth made up 0.75% of Capital & Planning LLC's portfolio in Q2 2026, its #22 holding.
Capital & Planning LLC first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Capital & Planning LLC's UnitedHealth position peaked at $1.51M in Q1 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.