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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
Q2 		$649K Buy
1,516
+182
+14% +$67.5K 0.48% 60
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 $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 $3.38T AUM 44.17% 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

Phillips Wealth Planners's UNH Position: Q2 2026 in Review

Phillips Wealth Planners increased its UnitedHealth (UNH) stake by 14% in Q2 2026, buying an estimated $67.5K and bringing the position to 1,516 shares worth $649K. The position accounts for 0.48% of the portfolio, ranked #60.

Phillips Wealth Planners first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.7M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Phillips Wealth Planners held 1,516 shares of UnitedHealth worth $649K as of Q2 2026.
  • Phillips Wealth Planners bought 182 UnitedHealth shares in Q2 2026, an estimated $67.5K.
  • UnitedHealth made up 0.48% of Phillips Wealth Planners's portfolio in Q2 2026, its #60 holding.
  • Phillips Wealth Planners first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's UnitedHealth position peaked at $1.7M in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.