Financial Life Planners’s UnitedHealth UNH Stock Holding History

Financial Life Planners’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	$95K	Buy	229 +2	+0.9%	+$741	0.06%	88
2026 Q1	$61.5K	Buy	+227	New	+$67.6K	0.05%	103
2025 Q4	–	Sell	-92	Closed	-$31.8K	–	308
2025 Q3	$31.8K	Buy	+92	New	+$27.8K	0.02%	161
2025 Q2	–	Sell	-243	Closed	-$127K	–	82
2025 Q1	$127K	Sell	243 -21	-8%	-$10.7K	0.12%	66
2024 Q4	$133K	Buy	+264	New	+$150K	0.11%	61

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Financial Life Planners's UNH Position: Q2 2026 in Review

Financial Life Planners increased its UnitedHealth (UNH) stake by 0.88% in Q2 2026, buying an estimated $741 and bringing the position to 229 shares worth $95K. The position accounts for 0.06% of the portfolio, ranked #88.

Financial Life Planners first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. The position peaked at $133K in Q4 2024. 1,515 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Financial Life Planners held 229 shares of UnitedHealth worth $95K as of Q2 2026.
Financial Life Planners bought 2 UnitedHealth shares in Q2 2026, an estimated $741.
UnitedHealth made up 0.06% of Financial Life Planners's portfolio in Q2 2026, its #88 holding.
Financial Life Planners first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
Financial Life Planners's UnitedHealth position peaked at $133K in Q4 2024.
1,515 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.