Ignite Planners’s UnitedHealth UNH Stock Holding History

Ignite 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 Q1	$365K	Buy	1,347 +98	+8%	+$29.2K	0.06%	292
2025 Q4	$358K	Buy	1,249 +95	+8%	+$32.2K	0.05%	300
2025 Q3	$398K	Buy	+1,154	New	+$349K	0.07%	253
2025 Q2	–	Sell	-1,261	Closed	-$505K	–	368
2025 Q1	$505K	Sell	1,261 -82	-6%	-$41.9K	0.1%	199
2024 Q4	$689K	Sell	1,343 -10	-0.7%	-$5.68K	0.15%	135
2024 Q3	$791K	Buy	1,353 +136	+11%	+$76.9K	0.18%	112
2024 Q2	$594K	Sell	1,217 -369	-23%	-$181K	0.14%	141
2024 Q1	$776K	Sell	1,586 -267	-14%	-$136K	0.22%	103
2023 Q4	$999K	Sell	1,853 -150	-7%	-$80K	0.3%	86
2023 Q3	$1.03M	Buy	2,003 +135	+7%	+$66.4K	0.32%	81
2023 Q2	$862K	Sell	1,868 -291	-13%	-$142K	0.33%	72
2023 Q1	$1.11M	Sell	2,159 -44	-2%	-$21.2K	0.46%	60
2022 Q4	$1.07M	Buy	2,203 +678	+44%	+$359K	0.45%	60
2022 Q3	$786K	Buy	1,525 +301	+25%	+$158K	0.63%	45
2022 Q2	$630K	Buy	1,224 +465	+61%	+$234K	0.52%	54
2022 Q1	$395K	Buy	759 +114	+18%	+$55K	0.26%	106
2021 Q4	$300K	Buy	+645	New	+$292K	0.2%	132

Other funds holding UNH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return