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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital & Planning LLC's UNH Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in UnitedHealth (UNH) in Q1 2026: 3,203 shares worth $867K. The stake represents 0.53% of the portfolio and ranks #26 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in UNH as recently as Q3 2025.

Capital & Planning LLC first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.51M in Q1 2025. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Capital & Planning LLC held 3,203 shares of UnitedHealth worth $867K as of Q1 2026.
  • UnitedHealth was a new Capital & Planning LLC position in Q1 2026.
  • UnitedHealth made up 0.53% of Capital & Planning LLC's portfolio in Q1 2026, its #26 holding.
  • Capital & Planning LLC first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
  • Capital & Planning LLC's UnitedHealth position peaked at $1.51M in Q1 2025.
  • 3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.