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Investments & Financial Planning LLC’s UnitedHealth UNH Stock Holding History

Investments & Financial Planning LLC’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 		– Sell
-642
Closed -$212K – 40
2025
Q4 		$212K Hold
642
– – 0.11% 36
2025
Q3 		$222K Hold
642
– – 0.12% 35
2025
Q2 		$200K Buy
642
+214
+50% +$81.8K 0.12% 37
2025
Q1 		$224K Buy
+428
New +$219K 0.15% 33

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Investments & Financial Planning LLC's UNH Position: Q1 2026 in Review

Investments & Financial Planning LLC sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 642 shares — an estimated $212K sold.

Investments & Financial Planning LLC first reported a position in UNH in Q1 2025 and held it in 4 quarters. The position peaked at $224K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Investments & Financial Planning LLC reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Investments & Financial Planning LLC sold 642 UnitedHealth shares in Q1 2026, an estimated $212K.
  • Investments & Financial Planning LLC first reported a position in UnitedHealth in Q1 2025 and held it in 4 quarters.
  • Investments & Financial Planning LLC's UnitedHealth position peaked at $224K in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.