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Plancorp LLC’s UnitedHealth UNH Stock Holding History

Plancorp LLC’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 		$4.14M Sell
9,656
-227
-2% -$84.1K 0.1% 87
2026
Q1 		$3.01M Sell
9,883
-250
-2% -$74.5K 0.09% 85
2025
Q4 		$3.35M Sell
10,133
-17
-0.2% -$5.76K 0.1% 77
2025
Q3 		$3.5M Sell
10,150
-1,745
-15% -$528K 0.11% 75
2025
Q2 		$3.71M Sell
11,895
-385
-3% -$147K 0.13% 66
2025
Q1 		$6.43M Sell
12,280
-525
-4% -$268K 0.25% 46
2024
Q4 		$6.48M Buy
12,805
+1,711
+15% +$972K 0.27% 37
2024
Q3 		$6.49M Sell
11,094
-377
-3% -$213K 0.26% 35
2024
Q2 		$5.84M Buy
11,471
+23
+0.2% +$11.3K 0.25% 38
2024
Q1 		$5.66M Sell
11,448
-99
-0.9% -$50.3K 0.25% 39
2023
Q4 		$6.08M Buy
11,547
+227
+2% +$121K 0.29% 33
2023
Q3 		$5.71M Buy
11,320
+322
+3% +$158K 0.31% 33
2023
Q2 		$5.29M Sell
10,998
-6
-0.1% -$2.93K 0.29% 33
2023
Q1 		$5.2M Sell
11,004
-29
-0.3% -$14K 0.29% 33
2022
Q4 		$5.85M Sell
11,033
-746
-6% -$395K 0.35% 32
2022
Q3 		$5.95M Buy
11,779
+52
+0.4% +$27.3K 0.4% 30
2022
Q2 		$6.02M Buy
11,727
+46
+0.4% +$23.1K 0.38% 26
2022
Q1 		$5.96M Buy
11,681
+230
+2% +$111K 0.39% 28
2021
Q4 		$5.75M Buy
11,451
+216
+2% +$97.8K 0.36% 28
2021
Q3 		$4.39M Buy
11,235
+78
+0.7% +$32.3K 0.3% 30
2021
Q2 		$4.47M Sell
11,157
-30
-0.3% -$12K 0.35% 29
2021
Q1 		$4.16M Sell
11,187
-197
-2% -$68.3K 0.92% 22
2020
Q4 		$3.99M Buy
11,384
+1,891
+20% +$634K 0.98% 23
2020
Q3 		$2.96M Sell
9,493
-37
-0.4% -$11.4K 0.9% 21
2020
Q2 		$2.81M Buy
9,530
+1,158
+14% +$332K 0.85% 25
2020
Q1 		$2.09M Sell
8,372
-126
-1% -$34.7K 0.81% 27
2019
Q4 		$2.5M Buy
8,498
+270
+3% +$70.6K 0.77% 32
2019
Q3 		$1.79M Buy
8,228
+1,536
+23% +$371K 0.68% 32
2019
Q2 		$1.63M Sell
6,692
-25
-0.4% -$6.01K 0.65% 33
2019
Q1 		$1.66M Buy
6,717
+193
+3% +$49.2K 0.63% 37
2018
Q4 		$1.63M Sell
6,524
-61
-0.9% -$16.1K 0.74% 30
2018
Q3 		$1.75M Hold
6,585
– – 0.69% 32
2018
Q2 		$1.62M Hold
6,585
– – 0.65% 37
2018
Q1 		$1.41M Hold
6,585
– – 0.45% 39
2017
Q4 		$1.45M Sell
6,585
-75
-1% -$15.9K 0.47% 40
2017
Q3 		$1.3M Hold
6,660
– – 0.39% 44
2017
Q2 		$1.24M Buy
6,660
+110
+2% +$19.3K 0.37% 46
2017
Q1 		$1.07M Sell
6,550
-7
-0.1% -$1.15K 0.31% 53
2016
Q4 		$1.05M Buy
+6,557
New +$979K 0.3% 50
2016
Q2 		– Sell
-3,067
Closed -$395K – 56
2016
Q1 		$395K Buy
+3,067
New +$363K 0.47% 26
2014
Q4 		– Sell
-5,695
Closed -$491K – 100
2014
Q3 		$491K Buy
+5,695
New +$481K 0.52% 47
2014
Q2 		– Sell
-5,765
Closed -$472K – 114
2014
Q1 		$472K Sell
5,765
-5
-0.1% -$376 0.32% 64
2013
Q4 		$434K Buy
+5,770
New +$415K 0.38% 54

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Plancorp LLC's UNH Position: Q2 2026 in Review

Plancorp LLC reduced its UnitedHealth (UNH) stake by 2.3% in Q2 2026, selling an estimated $84.1K and leaving 9,656 shares worth $4.14M. The position accounts for 0.1% of the portfolio, ranked #87.

Plancorp LLC first reported a position in UNH in Q4 2013 and has held it in 43 quarters since. The position peaked at $6.49M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Plancorp LLC held 9,656 shares of UnitedHealth worth $4.14M as of Q2 2026.
  • Plancorp LLC sold 227 UnitedHealth shares in Q2 2026, an estimated $84.1K.
  • UnitedHealth made up 0.1% of Plancorp LLC's portfolio in Q2 2026, its #87 holding.
  • Plancorp LLC first reported a position in UnitedHealth in Q4 2013 and has held it in 43 quarters since.
  • Plancorp LLC's UnitedHealth position peaked at $6.49M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.