Laurel Wealth Planning’s UnitedHealth UNH Stock Holding History

Laurel Wealth 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	$261K	Buy	+627	New	+$232K	0.12%	62
2025 Q2	–	Sell	-545	Closed	-$285K	–	58
2025 Q1	$285K	Hold	545	–	–	0.19%	45
2024 Q4	$276K	Hold	545	–	–	0.18%	46
2024 Q3	$319K	Hold	545	–	–	0.21%	45
2024 Q2	$278K	Hold	545	–	–	0.19%	45
2024 Q1	$270K	Hold	545	–	–	0.18%	47
2023 Q4	$287K	Hold	545	–	–	0.2%	46
2023 Q3	$275K	Sell	545 -545	-50%	-$268K	0.21%	44
2023 Q2	$524K	Hold	1,090	–	–	0.37%	43
2023 Q1	$515K	Hold	1,090	–	–	0.34%	47
2022 Q4	$578K	Sell	1,090 -57	-5%	-$30.2K	0.37%	43
2022 Q3	$579K	Sell	1,147 -8	-0.7%	-$4.21K	0.43%	43
2022 Q2	$593K	Buy	1,155 +8	+0.7%	+$4.02K	0.42%	44
2022 Q1	$585K	Sell	1,147 -350	-23%	-$169K	0.39%	46
2021 Q4	$752K	Sell	1,497 -160	-10%	-$72.4K	0.57%	37
2021 Q3	$647K	Buy	1,657 +1,500	+955%	+$621K	0.52%	38
2021 Q2	$63K	Buy	157 +100	+175%	+$39.9K	0.05%	62
2021 Q1	$21K	Hold	57	–	–	0.02%	76
2020 Q4	$20K	Buy	+57	New	+$19.1K	0.02%	69

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Laurel Wealth Planning's UNH Position: Q2 2026 in Review

Laurel Wealth Planning opened a new position in UnitedHealth (UNH) in Q2 2026: 627 shares worth $261K. The stake represents 0.12% of the portfolio and ranks #62 among its holdings. This is a return to the name: Laurel Wealth Planning previously reported a position in UNH as recently as Q1 2025.

Laurel Wealth Planning first reported a position in UNH in Q4 2020 and has held it in 19 quarters since. The position peaked at $752K in Q4 2021. 3,380 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Laurel Wealth Planning held 627 shares of UnitedHealth worth $261K as of Q2 2026.
UnitedHealth was a new Laurel Wealth Planning position in Q2 2026.
UnitedHealth made up 0.12% of Laurel Wealth Planning's portfolio in Q2 2026, its #62 holding.
Laurel Wealth Planning first reported a position in UnitedHealth in Q4 2020 and has held it in 19 quarters since.
Laurel Wealth Planning's UnitedHealth position peaked at $752K in Q4 2021.
3,380 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.