Plan Group Financial
UNH icon

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
Q3 		– Sell
-560
Closed -$233K – 265
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Plan Group Financial's UNH Position: Q3 2026 in Review

Plan Group Financial sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 560 shares — an estimated $233K sold.

Plan Group Financial first reported a position in UNH in Q2 2025 and held it in 2 quarters. The position peaked at $279K in Q2 2025. 1,813 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Plan Group Financial reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
  • Plan Group Financial sold 560 UnitedHealth shares in Q3 2026, an estimated $233K.
  • Plan Group Financial first reported a position in UnitedHealth in Q2 2025 and held it in 2 quarters.
  • Plan Group Financial's UnitedHealth position peaked at $279K in Q2 2025.
  • 1,813 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.