Estate Planners Group’s UnitedHealth UNH Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-38	Closed	-$12.5K	–	386
2025 Q4	$12.5K	Buy	+38	New	+$12.9K	0.01%	254

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

Estate Planners Group's UNH Position: Q1 2026 in Review

Estate Planners Group sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 38 shares — an estimated $12.5K sold.

Estate Planners Group first reported a position in UNH in Q4 2025 and held it in 1 quarter. The position peaked at $12.5K in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Estate Planners Group reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 38 UnitedHealth shares in Q1 2026, an estimated $12.5K.
Estate Planners Group first reported a position in UnitedHealth in Q4 2025 and held it in 1 quarter.
Estate Planners Group's UnitedHealth position peaked at $12.5K in Q4 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.