CPC
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CFC Planning Company’s UnitedHealth UNH Stock Holding History

CFC Planning Company’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 		$4.06M Buy
15,005
+1,511
+11% +$450K 2.9% 13
2025
Q4 		$4.45M Buy
13,494
+730
+6% +$247K 3.38% 6
2025
Q3 		$4.41M Buy
+12,764
New +$3.86M 3.62% 5
2025
Q2 		– Sell
-492
Closed -$258K – 106
2025
Q1 		$258K Buy
492
+1
+0.2% +$511 0.28% 59
2024
Q4 		$248K Buy
+491
New +$279K 0.27% 55

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CFC Planning Company's UNH Position: Q1 2026 in Review

CFC Planning Company increased its UnitedHealth (UNH) stake by 11% in Q1 2026, buying an estimated $450K and bringing the position to 15,005 shares worth $4.06M. The position accounts for 2.9% of the portfolio, ranked #13.

CFC Planning Company first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.45M in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • CFC Planning Company held 15,005 shares of UnitedHealth worth $4.06M as of Q1 2026.
  • CFC Planning Company bought 1,511 UnitedHealth shares in Q1 2026, an estimated $450K.
  • UnitedHealth made up 2.9% of CFC Planning Company's portfolio in Q1 2026, its #13 holding.
  • CFC Planning Company first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
  • CFC Planning Company's UnitedHealth position peaked at $4.45M in Q4 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.