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Retirement Planning Group (Kansas)’s UnitedHealth UNH Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.13M Buy
2,718
+228
+9% +$84.5K 0.03% 220
2026
Q1 		$674K Buy
2,490
+315
+14% +$93.8K 0.02% 250
2025
Q4 		$718K Sell
2,175
-84
-4% -$28.5K 0.02% 221
2025
Q3 		$780K Buy
+2,259
New +$683K 0.03% 209
2025
Q2 		– Sell
-430
Closed -$225K – 318
2025
Q1 		$225K Buy
430
+21
+5% +$10.7K 0.01% 277
2024
Q4 		$207K Buy
+409
New +$232K 0.01% 270

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Retirement Planning Group (Kansas)'s UNH Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its UnitedHealth (UNH) stake by 9.2% in Q2 2026, buying an estimated $84.5K and bringing the position to 2,718 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #220.

Retirement Planning Group (Kansas) first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Retirement Planning Group (Kansas) held 2,718 shares of UnitedHealth worth $1.13M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 228 UnitedHealth shares in Q2 2026, an estimated $84.5K.
  • UnitedHealth made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #220 holding.
  • Retirement Planning Group (Kansas) first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.