Creative Planning
UNH icon

Creative Planning’s UnitedHealth UNH Stock Holding History

Creative 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
2025
Q4 		– Sell
-100
Closed -$3.79K – 4112
2025
Q3 		$3.79K Hold
100
– – ﹤0.01% 3862
2025
Q2 		$3.24K Buy
+100
New +$38.2K ﹤0.01% 3654
2024
Q3 		– Sell
-200
Closed -$3.71K – 3316
2024
Q2 		$3.71K Buy
+200
New +$98K ﹤0.01% 3037
2023
Q2 		– Sell
-1,000
Closed -$14.7K – 2836
2023
Q1 		$14.7K Buy
+1,000
New +$483K ﹤0.01% 2433
2021
Q1 		– Sell
-100
Closed -$6K – 2724
2020
Q4 		$6K Hold
100
– – ﹤0.01% 2254
2020
Q3 		$4K Hold
100
– – ﹤0.01% 2061
2020
Q2 		$3K Sell
100
-900
-90% -$258K ﹤0.01% 1940
2020
Q1 		$29K Hold
1,000
– – ﹤0.01% 1694
2019
Q4 		$51K Hold
1,000
– – ﹤0.01% 1821
2019
Q3 		$14K Sell
1,000
-300
-23% -$72.4K ﹤0.01% 1883
2019
Q2 		$25K Sell
1,300
-1,900
-59% -$457K ﹤0.01% 1873
2019
Q1 		$68K Hold
3,200
– – ﹤0.01% 1753
2018
Q4 		$84K Buy
3,200
+300
+10% +$79.2K ﹤0.01% 1651
2018
Q3 		$111K Buy
2,900
+100
+4% +$26K ﹤0.01% 1773
2018
Q2 		$56K Sell
2,800
-900
-24% -$216K ﹤0.01% 1838
2018
Q1 		$42K Buy
+3,700
New +$845K ﹤0.01% 1833
2017
Q3 		– Sell
-500
Closed -$10K – 3613
2017
Q2 		$10K Buy
500
+200
+67% +$35.1K ﹤0.01% 3638
2017
Q1 		$5K Sell
300
-200
-40% -$32.8K ﹤0.01% 3976
2016
Q4 		$6K Buy
+500
New +$74.7K ﹤0.01% 3875
2016
Q1 		– Sell
-1,500
Closed -$15K – 4537
2015
Q4 		$15K Buy
1,500
+1,000
+200% +$117K ﹤0.01% 3046
2015
Q3 		$9K Buy
+500
New +$59.8K ﹤0.01% 3278
2015
Q2 		– Sell
-2,000
Closed -$33K – 2922
2015
Q1 		$33K Buy
+2,000
New +$222K ﹤0.01% 2311

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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. 3,021 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.
  • 3,021 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.