Creative Planning’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $83M | Buy |
306,650
+16,182
| +6% | +$4.82M | 0.06% | 145 |
|
|
2025
Q4 | $95.9M | Buy |
290,468
+30,362
| +12% | +$10.3M | 0.07% | 123 |
|
|
2025
Q3 | $89.8M | Buy |
260,106
+22,555
| +9% | +$6.82M | 0.07% | 120 |
|
|
2025
Q2 | $74.1M | Buy |
237,551
+13,612
| +6% | +$5.2M | 0.06% | 128 |
|
|
2025
Q1 | $117M | Buy |
223,939
+16,620
| +8% | +$8.5M | 0.11% | 89 |
|
|
2024
Q4 | $105M | Sell |
207,319
-4,976
| -2% | -$2.83M | 0.1% | 90 |
|
|
2024
Q3 | $123M | Buy |
212,295
+14,614
| +7% | +$8.27M | 0.12% | 81 |
|
|
2024
Q2 | $101M | Buy |
197,681
+7,628
| +4% | +$3.74M | 0.11% | 88 |
|
|
2024
Q1 | $94M | Sell |
190,053
-8,120
| -4% | -$4.13M | 0.1% | 91 |
|
|
2023
Q4 | $104M | Buy |
198,173
+11,424
| +6% | +$6.09M | 0.19% | 69 |
|
|
2023
Q3 | $94.2M | Buy |
186,749
+16,124
| +9% | +$7.94M | 0.13% | 81 |
|
|
2023
Q2 | $82M | Buy |
170,625
+3,826
| +2% | +$1.87M | 0.11% | 86 |
|
|
2023
Q1 | $78.8M | Buy |
166,799
+8,787
| +6% | +$4.24M | 0.11% | 85 |
|
|
2022
Q4 | $83.8M | Buy |
158,012
+18,975
| +14% | +$10.1M | 0.13% | 81 |
|
|
2022
Q3 | $70.2M | Buy |
139,037
+483
| +0.3% | +$254K | 0.12% | 77 |
|
|
2022
Q2 | $71.2M | Buy |
138,554
+14,180
| +11% | +$7.12M | 0.12% | 80 |
|
|
2022
Q1 | $63.4M | Buy |
124,374
+23,510
| +23% | +$11.3M | 0.1% | 89 |
|
|
2021
Q4 | $50.6M | Buy |
100,864
+2,448
| +2% | +$1.11M | 0.08% | 95 |
|
|
2021
Q3 | $38.5M | Buy |
98,416
+3,999
| +4% | +$1.66M | 0.07% | 109 |
|
|
2021
Q2 | $37.8M | Sell |
94,417
-9,209
| -9% | -$3.67M | 0.07% | 108 |
|
|
2021
Q1 | $38.6M | Buy |
103,626
+6,056
| +6% | +$2.1M | 0.08% | 98 |
|
|
2020
Q4 | $34.2M | Buy |
97,570
+4,954
| +5% | +$1.66M | 0.08% | 105 |
|
|
2020
Q3 | $28.9M | Buy |
92,616
+7,112
| +8% | +$2.18M | 0.08% | 105 |
|
|
2020
Q2 | $25.2M | Sell |
85,504
-4,861
| -5% | -$1.39M | 0.07% | 101 |
|
|
2020
Q1 | $22.5M | Buy |
90,365
+803
| +0.9% | +$221K | 0.08% | 102 |
|
|
2019
Q4 | $26.3M | Sell |
89,562
-511
| -0.6% | -$134K | 0.08% | 102 |
|
|
2019
Q3 | $19.6M | Buy |
90,073
+3,894
| +5% | +$940K | 0.06% | 123 |
|
|
2019
Q2 | $21M | Buy |
86,179
+4,480
| +5% | +$1.08M | 0.07% | 112 |
|
|
2019
Q1 | $20.2M | Buy |
81,699
+3,055
| +4% | +$779K | 0.07% | 101 |
|
|
2018
Q4 | $19.6M | Buy |
78,644
+9,206
| +13% | +$2.43M | 0.08% | 94 |
|
|
2018
Q3 | $18.5M | Buy |
69,438
+1,404
| +2% | +$365K | 0.07% | 105 |
|
|
2018
Q2 | $16.7M | Buy |
68,034
+6,503
| +11% | +$1.56M | 0.07% | 106 |
|
|
2018
Q1 | $13.2M | Buy |
61,531
+6,432
| +12% | +$1.47M | 0.05% | 123 |
|
|
2017
Q4 | $12.1M | Buy |
55,099
+4,715
| +9% | +$999K | 0.05% | 130 |
|
|
2017
Q3 | $9.87M | Buy |
50,384
+4,736
| +10% | +$915K | 0.05% | 141 |
|
|
2017
Q2 | $8.46M | Buy |
45,648
+800
| +2% | +$140K | 0.04% | 153 |
|
|
2017
Q1 | $7.36M | Sell |
44,848
-4,619
| -9% | -$756K | 0.04% | 169 |
|
|
2016
Q4 | $7.92M | Buy |
49,467
+9,605
| +24% | +$1.43M | 0.05% | 157 |
|
|
2016
Q3 | $5.58M | Buy |
39,862
+6,447
| +19% | +$903K | 0.04% | 180 |
|
|
2016
Q2 | $4.72M | Buy |
33,415
+3,632
| +12% | +$484K | 0.03% | 175 |
|
|
2016
Q1 | $3.84M | Sell |
29,783
-5,866
| -16% | -$694K | 0.03% | 189 |
|
|
2015
Q4 | $4.19M | Buy |
35,649
+1,212
| +4% | +$142K | 0.03% | 186 |
|
|
2015
Q3 | $4M | Buy |
34,437
+2,645
| +8% | +$317K | 0.04% | 181 |
|
|
2015
Q2 | $3.88M | Buy |
31,792
+2,148
| +7% | +$254K | 0.04% | 179 |
|
|
2015
Q1 | $3.51M | Buy |
29,644
+12,446
| +72% | +$1.38M | 0.03% | 187 |
|
|
2014
Q4 | $1.74M | Buy |
17,198
+4,913
| +40% | +$466K | 0.02% | 304 |
|
|
2014
Q3 | $1.06M | Buy |
12,285
+627
| +5% | +$53K | 0.01% | 385 |
|
|
2014
Q2 | $953K | Sell |
11,658
-938
| -7% | -$73.8K | 0.01% | 400 |
|
|
2014
Q1 | $1.03M | Buy |
12,596
+736
| +6% | +$55.4K | 0.02% | 362 |
|
|
2013
Q4 | $893K | Sell |
11,860
-1,182
| -9% | -$84.9K | 0.02% | 339 |
|
|
2013
Q3 | $934K | Buy |
13,042
+1,940
| +17% | +$139K | 0.02% | 278 |
|
|
2013
Q2 | $727K | Buy |
+11,102
| New | +$691K | 0.02% | 304 |
|
Other funds holding UNH
VCM
VPM
Creative Planning's UNH Position: Q1 2026 in Review
Creative Planning increased its UnitedHealth (UNH) stake by 5.6% in Q1 2026, buying an estimated $4.82M and bringing the position to 306,650 shares worth $83M. The position accounts for 0.06% of the portfolio, ranked #145.
Creative Planning first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $123M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Creative Planning held 306,650 shares of UnitedHealth worth $83M as of Q1 2026.
- Creative Planning bought 16,182 UnitedHealth shares in Q1 2026, an estimated $4.82M.
- UnitedHealth made up 0.06% of Creative Planning's portfolio in Q1 2026, its #145 holding.
- Creative Planning first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's UnitedHealth position peaked at $123M in Q3 2024.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.