Comprehensive Financial Planning’s UnitedHealth UNH Stock Holding History

Comprehensive 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 Q1	$27.7K	Sell	102 -16	-14%	-$4.76K	0.02%	192
2025 Q4	$39K	Buy	118 +16	+16%	+$5.42K	0.03%	173
2025 Q3	$35.1K	Sell	102 -50	-33%	-$15.1K	0.02%	183
2025 Q2	$47.3K	Buy	152 +121	+390%	+$46.2K	0.04%	156
2025 Q1	$16.3K	Hold	31	–	–	0.02%	190
2024 Q4	$15.7K	Buy	+31	New	+$17.6K	0.01%	217

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Comprehensive Financial Planning's UNH Position: Q1 2026 in Review

Comprehensive Financial Planning reduced its UnitedHealth (UNH) stake by 14% in Q1 2026, selling an estimated $4.76K and leaving 102 shares worth $27.7K. The position accounts for 0.02% of the portfolio, ranked #192.

Comprehensive Financial Planning first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $47.3K in Q2 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Comprehensive Financial Planning held 102 shares of UnitedHealth worth $27.7K as of Q1 2026.
Comprehensive Financial Planning sold 16 UnitedHealth shares in Q1 2026, an estimated $4.76K.
UnitedHealth made up 0.02% of Comprehensive Financial Planning's portfolio in Q1 2026, its #192 holding.
Comprehensive Financial Planning first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Comprehensive Financial Planning's UnitedHealth position peaked at $47.3K in Q2 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.