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Phillips Wealth Planners’s UnitedHealth UNH Stock Holding History

Phillips Wealth 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
Q1 		$513K Sell
1,334
-122
-8% -$36.3K 0.39% 82
2025
Q4 		$506K Sell
1,456
-662
-31% -$224K 0.41% 78
2025
Q3 		$760K Buy
2,118
+360
+20% +$109K 0.63% 48
2025
Q2 		$541K Sell
1,758
-1,086
-38% -$415K 0.49% 68
2025
Q1 		$1.7M Buy
2,844
+77
+3% +$39.4K 1.8% 4
2024
Q4 		$1.44M Buy
2,767
+117
+4% +$66.5K 1.44% 9
2024
Q3 		$1.51M Buy
2,650
+120
+5% +$67.9K 1.45% 8
2024
Q2 		$1.27M Buy
2,530
+66
+3% +$32.3K 1.34% 12
2024
Q1 		$1.16M Buy
2,464
+63
+3% +$32K 1.33% 13
2023
Q4 		$1.24M Sell
2,401
-41
-2% -$21.9K 1.49% 9
2023
Q3 		$1.3M Sell
2,442
-15
-0.6% -$7.38K 1.76% 6
2023
Q2 		$1.18M Sell
2,457
-358
-13% -$175K 1.55% 10
2023
Q1 		$1.4M Sell
2,815
-21
-0.7% -$10.1K 1.84% 5
2022
Q4 		$1.4M Buy
+2,836
New +$1.5M 2.45% 4

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

Phillips Wealth Planners's UNH Position: Q1 2026 in Review

Phillips Wealth Planners reduced its UnitedHealth (UNH) stake by 8.4% in Q1 2026, selling an estimated $36.3K and leaving 1,334 shares worth $513K. The position accounts for 0.39% of the portfolio, ranked #82.

Phillips Wealth Planners first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.7M in Q1 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Phillips Wealth Planners held 1,334 shares of UnitedHealth worth $513K as of Q1 2026.
  • Phillips Wealth Planners sold 122 UnitedHealth shares in Q1 2026, an estimated $36.3K.
  • UnitedHealth made up 0.39% of Phillips Wealth Planners's portfolio in Q1 2026, its #82 holding.
  • Phillips Wealth Planners first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Phillips Wealth Planners's UnitedHealth position peaked at $1.7M in Q1 2025.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.