Game Plan Financial Advisors’s UnitedHealth UNH Stock Holding History

Game Plan Financial Advisors’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	$2.44K	Buy	9 +3	+50%	+$893	﹤0.01%	250
2025 Q4	$1.98K	Hold	6	–	–	﹤0.01%	262
2025 Q3	$2.07K	Buy	+6	New	+$1.81K	﹤0.01%	275
2021 Q1	–	Sell	-1,667	Closed	-$583K	–	108
2020 Q4	$583K	Buy	+1,667	New	+$559K	0.41%	56

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

Game Plan Financial Advisors's UNH Position: Q1 2026 in Review

Game Plan Financial Advisors increased its UnitedHealth (UNH) stake by 50% in Q1 2026, buying an estimated $893 and bringing the position to 9 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Game Plan Financial Advisors first reported a position in UNH in Q4 2020 and has held it in 4 quarters since. The position peaked at $583K in Q4 2020. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Game Plan Financial Advisors held 9 shares of UnitedHealth worth $2.44K as of Q1 2026.
Game Plan Financial Advisors bought 3 UnitedHealth shares in Q1 2026, an estimated $893.
UnitedHealth made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q1 2026, its #250 holding.
Game Plan Financial Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 4 quarters since.
Game Plan Financial Advisors's UnitedHealth position peaked at $583K in Q4 2020.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.