Planning Center Inc’s UnitedHealth UNH Stock Holding History

Planning Center Inc’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	$462K	Hold	1,112	–	–	0.04%	52
2026 Q1	$301K	Buy	1,112 +8	+0.7%	+$2.38K	0.03%	59
2025 Q4	$364K	Hold	1,104	–	–	0.04%	54
2025 Q3	$381K	Sell	1,104 -4	-0.4%	-$1.21K	0.04%	52
2025 Q2	$346K	Sell	1,108 -23	-2%	-$8.79K	0.04%	53
2025 Q1	$592K	Hold	1,131	–	–	0.07%	40
2024 Q4	$572K	Sell	1,131 -13	-1%	-$7.39K	0.07%	38
2024 Q3	$669K	Sell	1,144 -1,783	-61%	-$1.01M	0.08%	37
2024 Q2	$1.49M	Hold	2,927	–	–	0.19%	25
2024 Q1	$1.45M	Hold	2,927	–	–	0.32%	22
2023 Q4	$1.54M	Sell	2,927 -1	-0%	-$533	0.36%	22
2023 Q3	$1.48M	Hold	2,928	–	–	0.38%	20
2023 Q2	$1.41M	Buy	2,928 +17	+0.6%	+$8.31K	0.36%	22
2023 Q1	$1.53M	Sell	2,911 -32	-1%	-$15.4K	0.42%	18
2022 Q4	$1.56M	Buy	2,943 +723	+33%	+$383K	0.47%	18
2022 Q3	$1.11M	Sell	2,220 -38	-2%	-$20K	0.88%	13
2022 Q2	$1.16M	Buy	2,258 +259	+13%	+$130K	0.92%	13
2022 Q1	$1.02M	Hold	1,999	–	–	2.93%	9
2021 Q4	$959K	Buy	+1,999	New	+$905K	0.76%	15

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Center Inc's UNH Position: Q2 2026 in Review

Planning Center Inc held its UnitedHealth (UNH) position steady in Q2 2026 at 1,112 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #52.

Planning Center Inc first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2022. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Planning Center Inc held 1,112 shares of UnitedHealth worth $462K as of Q2 2026.
Planning Center Inc left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.04% of Planning Center Inc's portfolio in Q2 2026, its #52 holding.
Planning Center Inc first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
Planning Center Inc's UnitedHealth position peaked at $1.56M in Q4 2022.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.