CFFP
UNH icon

Center for Financial Planning’s UnitedHealth UNH Stock Holding History

Center for 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 		$252K Sell
607
-152
-20% -$56.3K 0.02% 156
2026
Q1 		$205K Sell
759
-415
-35% -$124K 0.02% 171
2025
Q4 		$388K Sell
1,174
-237
-17% -$80.3K 0.04% 122
2025
Q3 		$487K Buy
1,411
+230
+19% +$69.6K 0.05% 112
2025
Q2 		$369K Sell
1,181
-102
-8% -$39K 0.04% 128
2025
Q1 		$672K Buy
1,283
+152
+13% +$77.7K 0.09% 81
2024
Q4 		$572K Buy
1,131
+18
+2% +$10.2K 0.08% 87
2024
Q3 		$651K Buy
1,113
+294
+36% +$166K 0.09% 79
2024
Q2 		$417K Buy
819
+3
+0.4% +$1.47K 0.06% 97
2024
Q1 		$404K Buy
816
+15
+2% +$7.63K 0.06% 105
2023
Q4 		$422K Hold
801
– – 0.08% 93
2023
Q3 		$404K Sell
801
-350
-30% -$172K 0.09% 88
2023
Q2 		$553K Buy
1,151
+10
+0.9% +$4.89K 0.12% 74
2023
Q1 		$539K Buy
1,141
+57
+5% +$27.5K 0.12% 73
2022
Q4 		$575K Buy
1,084
+50
+5% +$26.5K 0.14% 68
2022
Q3 		$522K Buy
1,034
+16
+2% +$8.41K 0.14% 72
2022
Q2 		$523K Buy
1,018
+15
+1% +$7.53K 0.13% 74
2022
Q1 		$511K Hold
1,003
– – 0.1% 80
2021
Q4 		$504K Buy
1,003
+45
+5% +$20.4K 0.1% 81
2021
Q3 		$374K Buy
958
+5
+0.5% +$2.07K 0.09% 89
2021
Q2 		$382K Sell
953
-146
-13% -$58.2K 0.09% 90
2021
Q1 		$409K Hold
1,099
– – 0.11% 84
2020
Q4 		$385K Hold
1,099
– – 0.11% 80
2020
Q3 		$343K Buy
1,099
+2
+0.2% +$614 0.11% 83
2020
Q2 		$324K Buy
1,097
+680
+163% +$195K 0.11% 77
2020
Q1 		$104K Buy
417
+10
+2% +$2.75K 0.04% 129
2019
Q4 		$120K Buy
+407
New +$106K 0.03% 128

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Center for Financial Planning's UNH Position: Q2 2026 in Review

Center for Financial Planning reduced its UnitedHealth (UNH) stake by 20% in Q2 2026, selling an estimated $56.3K and leaving 607 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #156.

Center for Financial Planning first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $672K in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Center for Financial Planning held 607 shares of UnitedHealth worth $252K as of Q2 2026.
  • Center for Financial Planning sold 152 UnitedHealth shares in Q2 2026, an estimated $56.3K.
  • UnitedHealth made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #156 holding.
  • Center for Financial Planning first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's UnitedHealth position peaked at $672K in Q1 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.