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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
Q2 		$6.78M Buy
16,316
+1,311
+9% +$486K 3.97% 4
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 $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

CFC Planning Company's UNH Position: Q2 2026 in Review

CFC Planning Company increased its UnitedHealth (UNH) stake by 8.7% in Q2 2026, buying an estimated $486K and bringing the position to 16,316 shares worth $6.78M. The position accounts for 3.97% of the portfolio, ranked #4.

CFC Planning Company first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • CFC Planning Company held 16,316 shares of UnitedHealth worth $6.78M as of Q2 2026.
  • CFC Planning Company bought 1,311 UnitedHealth shares in Q2 2026, an estimated $486K.
  • UnitedHealth made up 3.97% of CFC Planning Company's portfolio in Q2 2026, its #4 holding.
  • CFC Planning Company first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.