Falcon Wealth Planning’s UnitedHealth UNH Stock Holding History

Falcon Wealth 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
2026 Q2	$660K	Buy	1,587 +59	+4%	+$21.9K	0.04%	129
2026 Q1	$413K	Sell	1,528 -7	-0.5%	-$2.08K	0.03%	148
2025 Q4	$507K	Buy	1,535 +201	+15%	+$68.1K	0.04%	114
2025 Q3	$461K	Buy	1,334 +115	+9%	+$34.8K	0.04%	115
2025 Q2	$380K	Sell	1,219 -209	-15%	-$79.9K	0.04%	120
2025 Q1	$748K	Buy	+1,428	New	+$730K	0.08%	76
2024 Q4	–	Sell	-354	Closed	-$207K	–	166
2024 Q3	$207K	Buy	+354	New	+$200K	0.02%	147
2022 Q1	–	Sell	-418	Closed	-$210K	–	80
2021 Q4	$210K	Buy	+418	New	+$189K	0.07%	76

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Falcon Wealth Planning's UNH Position: Q2 2026 in Review

Falcon Wealth Planning increased its UnitedHealth (UNH) stake by 3.9% in Q2 2026, buying an estimated $21.9K and bringing the position to 1,587 shares worth $660K. The position accounts for 0.04% of the portfolio, ranked #129.

Falcon Wealth Planning first reported a position in UNH in Q4 2021 and has held it in 8 quarters since. The position peaked at $748K in Q1 2025. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Falcon Wealth Planning held 1,587 shares of UnitedHealth worth $660K as of Q2 2026.
Falcon Wealth Planning bought 59 UnitedHealth shares in Q2 2026, an estimated $21.9K.
UnitedHealth made up 0.04% of Falcon Wealth Planning's portfolio in Q2 2026, its #129 holding.
Falcon Wealth Planning first reported a position in UnitedHealth in Q4 2021 and has held it in 8 quarters since.
Falcon Wealth Planning's UnitedHealth position peaked at $748K in Q1 2025.
3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.