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Peak Retirement Planning’s UnitedHealth UNH Stock Holding History

Peak Retirement 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 		$486K Buy
1,170
+245
+26% +$90.8K 0.08% 106
2026
Q1 		$250K Buy
925
+19
+2% +$5.66K 0.05% 133
2025
Q4 		$299K Buy
906
+123
+16% +$41.7K 0.07% 120
2025
Q3 		$270K Sell
783
-24
-3% -$7.26K 0.08% 113
2025
Q2 		$252K Sell
807
-42
-5% -$16.1K 0.1% 110
2025
Q1 		$445K Buy
849
+156
+23% +$79.7K 0.25% 85
2024
Q4 		$351K Buy
+693
New +$394K 0.24% 86

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

Peak Retirement Planning's UNH Position: Q2 2026 in Review

Peak Retirement Planning increased its UnitedHealth (UNH) stake by 26% in Q2 2026, buying an estimated $90.8K and bringing the position to 1,170 shares worth $486K. The position accounts for 0.08% of the portfolio, ranked #106.

Peak Retirement Planning first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 3,360 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Peak Retirement Planning held 1,170 shares of UnitedHealth worth $486K as of Q2 2026.
  • Peak Retirement Planning bought 245 UnitedHealth shares in Q2 2026, an estimated $90.8K.
  • UnitedHealth made up 0.08% of Peak Retirement Planning's portfolio in Q2 2026, its #106 holding.
  • Peak Retirement Planning first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 3,360 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.