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Plan Group Financial’s UnitedHealth UNH Stock Holding History

Plan Group Financial’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 		$233K Buy
+560
New +$208K 0.05% 216
2025
Q3 		– Sell
-895
Closed -$279K – 193
2025
Q2 		$279K Buy
+895
New +$342K 0.09% 133

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

Plan Group Financial's UNH Position: Q2 2026 in Review

Plan Group Financial opened a new position in UnitedHealth (UNH) in Q2 2026: 560 shares worth $233K. The stake represents 0.05% of the portfolio and ranks #216 among its holdings. This is a return to the name: Plan Group Financial previously reported a position in UNH as recently as Q2 2025.

Plan Group Financial first reported a position in UNH in Q2 2025 and has held it in 2 quarters since. The position peaked at $279K in Q2 2025. 3,380 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Plan Group Financial held 560 shares of UnitedHealth worth $233K as of Q2 2026.
  • UnitedHealth was a new Plan Group Financial position in Q2 2026.
  • UnitedHealth made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #216 holding.
  • Plan Group Financial first reported a position in UnitedHealth in Q2 2025 and has held it in 2 quarters since.
  • Plan Group Financial's UnitedHealth position peaked at $279K in Q2 2025.
  • 3,380 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.