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	-4,200	Closed	-$48.8K	–	4113
2025 Q3	$48.8K	Hold	4,200	–	–	﹤0.01%	3758
2025 Q2	$435K	Buy	+4,200	New	+$1.61M	﹤0.01%	2590
2024 Q3	–	Sell	-6,700	Closed	-$13.3K	–	3317
2024 Q2	$13.3K	Hold	6,700	–	–	﹤0.01%	3007
2024 Q1	$20.8K	Buy	+6,700	New	+$3.41M	﹤0.01%	2833
2023 Q4	–	Sell	-9,000	Closed	-$25.5K	–	3085
2023 Q3	$25.5K	Buy	9,000 +4,200	+88%	+$2.07M	﹤0.01%	2567
2023 Q2	$15.5K	Buy	4,800 +600	+14%	+$293K	﹤0.01%	2519
2023 Q1	$62.7K	Sell	4,200 -900	-18%	-$434K	﹤0.01%	2312
2022 Q4	$21K	Hold	5,100	–	–	﹤0.01%	2312
2022 Q3	$30K	Buy	+5,100	New	+$2.68M	﹤0.01%	2160
2019 Q2	–	Sell	-2,200	Closed	-$33K	–	2124
2019 Q1	$33K	Hold	2,200	–	–	﹤0.01%	1810
2018 Q4	$42K	Buy	2,200 +200	+10%	+$52.8K	﹤0.01%	1729
2018 Q3	$30K	Buy	+2,000	New	+$520K	﹤0.01%	1923
2018 Q2	–	Sell	-200	Closed	-$2K	–	2175
2018 Q1	$2K	Buy	+200	New	+$45.7K	﹤0.01%	1994

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

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.