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Retirement Planning Company of New England’s UnitedHealth UNH Stock Holding History

Retirement Planning Company of New England’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 		$2.72M Buy
6,551
+3,905
+148% +$1.45M 0.98% 24
2026
Q1 		$716K Sell
2,646
-3,159
-54% -$941K 0.29% 101
2025
Q4 		$1.92M Sell
5,805
-1
-0% -$339 0.77% 32
2025
Q3 		$2M Buy
5,806
+1,596
+38% +$483K 0.81% 30
2025
Q2 		$1.31M Buy
4,210
+3,619
+612% +$1.38M 0.59% 43
2025
Q1 		$310K Buy
591
+50
+9% +$25.6K 0.15% 168
2024
Q4 		$274K Buy
541
+78
+17% +$44.3K 0.13% 183
2024
Q3 		$271K Buy
463
+15
+3% +$8.48K 0.14% 181
2024
Q2 		$228K Buy
448
+23
+5% +$11.3K 0.12% 190
2024
Q1 		$210K Sell
425
-28
-6% -$14.2K 0.12% 206
2023
Q4 		$239K Buy
453
+3
+0.7% +$1.6K 0.11% 194
2023
Q3 		$227K Sell
450
-50
-10% -$24.6K 0.13% 174
2023
Q2 		$240K Sell
500
-27
-5% -$13.2K 0.14% 185
2023
Q1 		$249K Buy
+527
New +$254K 0.15% 177
2022
Q1 		– Sell
-172
Closed -$86K – 844
2021
Q4 		$86K Buy
+172
New +$77.9K 0.04% 328

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Retirement Planning Company of New England's UNH Position: Q2 2026 in Review

Retirement Planning Company of New England increased its UnitedHealth (UNH) stake by 148% in Q2 2026, buying an estimated $1.45M and bringing the position to 6,551 shares worth $2.72M. The position accounts for 0.98% of the portfolio, ranked #24.

Retirement Planning Company of New England first reported a position in UNH in Q4 2021 and has held it in 15 quarters since. 2,419 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Retirement Planning Company of New England held 6,551 shares of UnitedHealth worth $2.72M as of Q2 2026.
  • Retirement Planning Company of New England bought 3,905 UnitedHealth shares in Q2 2026, an estimated $1.45M.
  • UnitedHealth made up 0.98% of Retirement Planning Company of New England's portfolio in Q2 2026, its #24 holding.
  • Retirement Planning Company of New England first reported a position in UnitedHealth in Q4 2021 and has held it in 15 quarters since.
  • 2,419 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.