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Consolidated Planning Corp’s UnitedHealth UNH Stock Holding History

Consolidated Planning Corp’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 		$625K Sell
1,503
-171
-10% -$63.4K 0.08% 93
2026
Q1 		$453K Buy
1,674
+807
+93% +$240K 0.07% 97
2025
Q4 		$286K Sell
867
-15
-2% -$5.08K 0.03% 179
2025
Q3 		$305K Buy
882
+42
+5% +$12.7K 0.03% 164
2025
Q2 		$262K Sell
840
-525
-38% -$201K 0.03% 167
2025
Q1 		$715K Sell
1,365
-594
-30% -$304K 0.1% 128
2024
Q4 		$991K Sell
1,959
-29
-1% -$16.5K 0.13% 100
2024
Q3 		$1.16M Sell
1,988
-185
-9% -$105K 0.17% 85
2024
Q2 		$1.11M Buy
2,173
+11
+0.5% +$5.39K 0.18% 87
2024
Q1 		$1.07M Sell
2,162
-12,917
-86% -$6.57M 0.18% 85
2023
Q4 		$7.94M Buy
15,079
+107
+0.7% +$57.1K 1.48% 19
2023
Q3 		$7.55M Sell
14,972
-3,672
-20% -$1.81M 1.67% 13
2023
Q2 		$8.96M Buy
18,644
+607
+3% +$297K 1.89% 9
2023
Q1 		$8.52M Buy
18,037
+762
+4% +$368K 2.21% 8
2022
Q4 		$9.16M Buy
17,275
+367
+2% +$194K 2.53% 7
2022
Q3 		$8.54M Sell
16,908
-165
-1% -$86.8K 2.66% 7
2022
Q2 		$8.77M Buy
17,073
+15,556
+1,025% +$7.81M 2.74% 6
2022
Q1 		$774K Sell
1,517
-22
-1% -$10.6K 0.54% 22
2021
Q4 		$773K Hold
1,539
– – 0.5% 23
2021
Q3 		$601K Buy
1,539
+5
+0.3% +$2.07K 0.39% 27
2021
Q2 		$614K Sell
1,534
-13
-0.8% -$5.18K 0.45% 25
2021
Q1 		$575K Hold
1,547
– – 0.37% 28
2020
Q4 		$542K Buy
1,547
+96
+7% +$32.2K 0.35% 30
2020
Q3 		$452K Buy
1,451
+23
+2% +$7.07K 0.34% 28
2020
Q2 		$421K Sell
1,428
-26
-2% -$7.45K 0.41% 26
2020
Q1 		$363K Buy
1,454
+4
+0.3% +$1.1K 0.46% 27
2019
Q4 		$426K Buy
+1,450
New +$379K 0.42% 22

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Consolidated Planning Corp's UNH Position: Q2 2026 in Review

Consolidated Planning Corp reduced its UnitedHealth (UNH) stake by 10% in Q2 2026, selling an estimated $63.4K and leaving 1,503 shares worth $625K. The position accounts for 0.08% of the portfolio, ranked #93.

Consolidated Planning Corp first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.16M in Q4 2022. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Consolidated Planning Corp held 1,503 shares of UnitedHealth worth $625K as of Q2 2026.
  • Consolidated Planning Corp sold 171 UnitedHealth shares in Q2 2026, an estimated $63.4K.
  • UnitedHealth made up 0.08% of Consolidated Planning Corp's portfolio in Q2 2026, its #93 holding.
  • Consolidated Planning Corp first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Consolidated Planning Corp's UnitedHealth position peaked at $9.16M in Q4 2022.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.