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 Q2	$42.7K	Buy	103 +1	+1%	+$371	0.02%	189
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Comprehensive Financial Planning's UNH Position: Q2 2026 in Review

Comprehensive Financial Planning increased its UnitedHealth (UNH) stake by 0.98% in Q2 2026, buying an estimated $371 and bringing the position to 103 shares worth $42.7K. The position accounts for 0.02% of the portfolio, ranked #189.

Comprehensive Financial Planning first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.3K in Q2 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Comprehensive Financial Planning held 103 shares of UnitedHealth worth $42.7K as of Q2 2026.
Comprehensive Financial Planning bought 1 UnitedHealth share in Q2 2026, an estimated $371.
UnitedHealth made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #189 holding.
Comprehensive Financial Planning first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's UnitedHealth position peaked at $47.3K in Q2 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.