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Plante Moran Financial Advisors’s UnitedHealth UNH Stock Holding History

Plante Moran Financial Advisors’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
Q1 		$205K Sell
756
-88
-10% -$26.2K 0.01% 159
2025
Q4 		$279K Sell
844
-270
-24% -$91.5K 0.02% 137
2025
Q3 		$385K Sell
1,114
-177
-14% -$53.5K 0.02% 109
2025
Q2 		$403K Sell
1,291
-2
-0.2% -$764 0.03% 98
2025
Q1 		$677K Sell
1,293
-837
-39% -$428K 0.06% 64
2024
Q4 		$1.08M Sell
2,130
-249
-10% -$141K 0.09% 42
2024
Q3 		$1.39M Sell
2,379
-64
-3% -$36.2K 0.12% 38
2024
Q2 		$1.24M Buy
2,443
+44
+2% +$21.6K 0.12% 42
2024
Q1 		$1.19M Sell
2,399
-69
-3% -$35.1K 0.13% 41
2023
Q4 		$1.3M Sell
2,468
-11
-0.4% -$5.87K 0.14% 40
2023
Q3 		$1.25M Sell
2,479
-5
-0.2% -$2.46K 0.15% 38
2023
Q2 		$1.19M Buy
2,484
+297
+14% +$145K 0.14% 39
2023
Q1 		$1.03M Sell
2,187
-59
-3% -$28.5K 0.14% 45
2022
Q4 		$1.19M Sell
2,246
-49
-2% -$26K 0.17% 41
2022
Q3 		$1.16M Sell
2,295
-76
-3% -$40K 0.2% 37
2022
Q2 		$1.22M Buy
2,371
+40
+2% +$20.1K 0.2% 41
2022
Q1 		$1.19M Sell
2,331
-429
-16% -$207K 0.22% 42
2021
Q4 		$1.39M Buy
2,760
+248
+10% +$112K 0.23% 41
2021
Q3 		$982K Sell
2,512
-27
-1% -$11.2K 0.22% 50
2021
Q2 		$1.02M Buy
2,539
+119
+5% +$47.5K 0.25% 48
2021
Q1 		$901K Buy
2,420
+32
+1% +$11.1K 0.25% 53
2020
Q4 		$838K Buy
2,388
+576
+32% +$193K 0.26% 50
2020
Q3 		$565K Buy
1,812
+96
+6% +$29.5K 0.2% 66
2020
Q2 		$506K Buy
1,716
+78
+5% +$22.4K 0.2% 70
2020
Q1 		$409K Sell
1,638
-528
-24% -$145K 0.19% 74
2019
Q4 		$637K Buy
2,166
+369
+21% +$96.5K 0.22% 66
2019
Q3 		$391K Sell
1,797
-230
-11% -$55.5K 0.11% 102
2019
Q2 		$495K Hold
2,027
– – 0.15% 86
2019
Q1 		$501K Buy
2,027
+444
+28% +$113K 0.16% 81
2018
Q4 		$394K Sell
1,583
-386
-20% -$102K 0.14% 89
2018
Q3 		$524K Buy
1,969
+69
+4% +$17.9K 0.17% 72
2018
Q2 		$466K Sell
1,900
-167
-8% -$40.1K 0.24% 79
2018
Q1 		$442K Buy
2,067
+1,426
+222% +$326K 0.24% 80
2017
Q4 		$141K Sell
641
-557
-46% -$118K 0.08% 177
2017
Q3 		$235K Sell
1,198
-1
-0.1% -$193 0.14% 116
2017
Q2 		$222K Sell
1,199
-267
-18% -$46.8K 0.14% 116
2017
Q1 		$240K Sell
1,466
-83
-5% -$13.6K 0.14% 113
2016
Q4 		$248K Sell
1,549
-176
-10% -$26.3K 0.15% 104
2016
Q3 		$242K Buy
1,725
+282
+20% +$39.5K 0.16% 101
2016
Q2 		$204K Buy
1,443
+99
+7% +$13.2K 0.15% 118
2016
Q1 		$173K Sell
1,344
-714
-35% -$84.5K 0.13% 122
2015
Q4 		$242K Buy
2,058
+364
+21% +$42.5K 0.18% 95
2015
Q3 		$197K Buy
1,694
+183
+12% +$21.9K 0.16% 105
2015
Q2 		$184K Buy
1,511
+230
+18% +$27.2K 0.13% 119
2015
Q1 		$152K Hold
1,281
– – 0.11% 142
2014
Q4 		$130K Hold
1,281
– – 0.1% 151
2014
Q3 		$111K Hold
1,281
– – 0.1% 159
2014
Q2 		$105K Buy
1,281
+345
+37% +$27.1K 0.09% 146
2014
Q1 		$77K Sell
936
-739
-44% -$55.6K 0.08% 137
2013
Q4 		$126K Buy
1,675
+759
+83% +$54.5K 0.07% 127
2013
Q3 		$66K Buy
916
+305
+50% +$21.8K 0.04% 165
2013
Q2 		$40K Buy
+611
New +$38K 0.03% 185

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Plante Moran Financial Advisors's UNH Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its UnitedHealth (UNH) stake by 10% in Q1 2026, selling an estimated $26.2K and leaving 756 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #159.

Plante Moran Financial Advisors first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.39M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Plante Moran Financial Advisors held 756 shares of UnitedHealth worth $205K as of Q1 2026.
  • Plante Moran Financial Advisors sold 88 UnitedHealth shares in Q1 2026, an estimated $26.2K.
  • UnitedHealth made up 0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #159 holding.
  • Plante Moran Financial Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's UnitedHealth position peaked at $1.39M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.