IP
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
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

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

Ignite Planners's UNH Position: Q2 2026 in Review

Ignite Planners increased its UnitedHealth (UNH) stake by 43% in Q2 2026, buying an estimated $213K and bringing the position to 1,922 shares worth $800K. The position accounts for 0.11% of the portfolio, ranked #184.

Ignite Planners first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q1 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ignite Planners held 1,922 shares of UnitedHealth worth $800K as of Q2 2026.
  • Ignite Planners bought 575 UnitedHealth shares in Q2 2026, an estimated $213K.
  • UnitedHealth made up 0.11% of Ignite Planners's portfolio in Q2 2026, its #184 holding.
  • Ignite Planners first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Ignite Planners's UnitedHealth position peaked at $1.11M in Q1 2023.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.