Ignite Planners
UNH icon

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
Q3 		$756K Buy
2,040
+118
+6% +$47.5K 0.1% 211
2026
Q2 		$800K Buy
1,922
+575
+43% +$213K 0.11% 184
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ignite Planners's UNH Position: Q3 2026 in Review

Ignite Planners increased its UnitedHealth (UNH) stake by 6.1% in Q3 2026, buying an estimated $47.5K and bringing the position to 2,040 shares worth $756K. The position accounts for 0.1% of the portfolio, ranked #211.

Ignite Planners first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q1 2023. 858 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Ignite Planners held 2,040 shares of UnitedHealth worth $756K as of Q3 2026.
  • Ignite Planners bought 118 UnitedHealth shares in Q3 2026, an estimated $47.5K.
  • UnitedHealth made up 0.1% of Ignite Planners's portfolio in Q3 2026, its #211 holding.
  • Ignite Planners first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Ignite Planners's UnitedHealth position peaked at $1.11M in Q1 2023.
  • 858 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.