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Peak Planning Group’s UnitedHealth UNH Stock Holding History

Peak Planning Group’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
2025
Q2 		– Sell
-666
Closed -$349K – 130
2025
Q1 		$349K Buy
666
+48
+8% +$24.5K 0.15% 81
2024
Q4 		$313K Buy
618
+27
+5% +$15.3K 0.13% 92
2024
Q3 		$345K Sell
591
-22
-4% -$12.4K 0.15% 86
2024
Q2 		$312K Buy
613
+205
+50% +$100K 0.15% 85
2024
Q1 		$202K Buy
+408
New +$207K 0.13% 76
2023
Q3 		– Sell
-563
Closed -$270K – 78
2023
Q2 		$270K Sell
563
-23
-4% -$11.2K 0.2% 72
2023
Q1 		$277K Sell
586
-393
-40% -$190K 0.22% 71
2022
Q4 		$519K Buy
979
+483
+97% +$256K 0.46% 48
2022
Q3 		$250K Buy
+496
New +$261K 0.23% 71

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Peak Planning Group's UNH Position: Q2 2025 in Review

Peak Planning Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 666 shares — an estimated $349K sold.

Peak Planning Group first reported a position in UNH in Q3 2022 and held it in 9 quarters. The position peaked at $519K in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Peak Planning Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Peak Planning Group sold 666 UnitedHealth shares in Q2 2025, an estimated $349K.
  • Peak Planning Group first reported a position in UnitedHealth in Q3 2022 and held it in 9 quarters.
  • Peak Planning Group's UnitedHealth position peaked at $519K in Q4 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Peak Planning Group's 13F filing for Q2 2025, filed 24 Jun 2026.