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Planning Directions’s UnitedHealth UNH Stock Holding History

Planning Directions’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
Q2 		– Sell
-909
Closed -$476K – 113
2025
Q1 		$476K Buy
+909
New +$465K 0.2% 66
2020
Q2 		– Sell
-2,164
Closed -$540K – 99
2020
Q1 		$540K Buy
+2,164
New +$595K 0.76% 33

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Planning Directions's UNH Position: Q2 2025 in Review

Planning Directions sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 909 shares — an estimated $476K sold.

Planning Directions first reported a position in UNH in Q1 2020 and held it in 2 quarters. The position peaked at $540K in Q1 2020. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Planning Directions reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Planning Directions sold 909 UnitedHealth shares in Q2 2025, an estimated $476K.
  • Planning Directions first reported a position in UnitedHealth in Q1 2020 and held it in 2 quarters.
  • Planning Directions's UnitedHealth position peaked at $540K in Q1 2020.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.