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
2025 Q3	–	Sell	-895	Closed	-$279K	–	193
2025 Q2	$279K	Buy	+895	New	+$342K	0.09%	133

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plan Group Financial's UNH Position: Q3 2025 in Review

Plan Group Financial sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 895 shares — an estimated $279K sold.

Plan Group Financial first reported a position in UNH in Q2 2025 and held it in 1 quarter. The position peaked at $279K in Q2 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Plan Group Financial reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Plan Group Financial sold 895 UnitedHealth shares in Q3 2025, an estimated $279K.
Plan Group Financial first reported a position in UnitedHealth in Q2 2025 and held it in 1 quarter.
Plan Group Financial's UnitedHealth position peaked at $279K in Q2 2025.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Plan Group Financial's 13F filing for Q3 2025, filed 27 Oct 2025.