HP
UNH icon

Holistic Planning’s UnitedHealth UNH Stock Holding History

Holistic 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 		$210K Buy
+506
New +$188K 0.03% 321

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 $3.37T AUM 44.26% 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

Holistic Planning's UNH Position: Q2 2026 in Review

Holistic Planning opened a new position in UnitedHealth (UNH) in Q2 2026: 506 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #321 among its holdings.

3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Holistic Planning held 506 shares of UnitedHealth worth $210K as of Q2 2026.
  • UnitedHealth was a new Holistic Planning position in Q2 2026.
  • UnitedHealth made up 0.03% of Holistic Planning's portfolio in Q2 2026, its #321 holding.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.