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BFC Planning, Inc.’s UnitedHealth UNH Stock Holding History

BFC Planning, Inc.’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 		$4.06M Sell
9,771
-1,471
-13% -$545K 0.17% 136
2026
Q1 		$3.04M Sell
11,242
-1,755
-14% -$523K 0.14% 149
2025
Q4 		$4.29M Buy
12,997
+8,436
+185% +$2.86M 0.19% 107
2025
Q3 		$1.58M Buy
4,561
+247
+6% +$74.7K 0.11% 161
2025
Q2 		$1.35M Sell
4,314
-2,576
-37% -$985K 0.11% 178
2025
Q1 		$3.6M Buy
6,890
+223
+3% +$114K 0.32% 70
2024
Q4 		$3.37M Buy
+6,667
New +$3.79M 0.28% 75

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BFC Planning, Inc.'s UNH Position: Q2 2026 in Review

BFC Planning, Inc. reduced its UnitedHealth (UNH) stake by 13% in Q2 2026, selling an estimated $545K and leaving 9,771 shares worth $4.06M. The position accounts for 0.17% of the portfolio, ranked #136.

BFC Planning, Inc. first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.29M in Q4 2025. 3,408 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • BFC Planning, Inc. held 9,771 shares of UnitedHealth worth $4.06M as of Q2 2026.
  • BFC Planning, Inc. sold 1,471 UnitedHealth shares in Q2 2026, an estimated $545K.
  • UnitedHealth made up 0.17% of BFC Planning, Inc.'s portfolio in Q2 2026, its #136 holding.
  • BFC Planning, Inc. first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s UnitedHealth position peaked at $4.29M in Q4 2025.
  • 3,408 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.