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

Retirement Planning Group (New York)’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 		$443K Sell
1,638
-24
-1% -$7.15K 0.29% 59
2025
Q4 		$549K Buy
1,662
+2
+0.1% +$678 0.37% 48
2025
Q3 		$573K Buy
1,660
+882
+113% +$267K 0.43% 44
2025
Q2 		$243K Buy
+778
New +$297K 0.21% 66

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

Retirement Planning Group (New York)'s UNH Position: Q1 2026 in Review

Retirement Planning Group (New York) reduced its UnitedHealth (UNH) stake by 1.4% in Q1 2026, selling an estimated $7.15K and leaving 1,638 shares worth $443K. The position accounts for 0.29% of the portfolio, ranked #59.

Retirement Planning Group (New York) first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $573K in Q3 2025. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Retirement Planning Group (New York) held 1,638 shares of UnitedHealth worth $443K as of Q1 2026.
  • Retirement Planning Group (New York) sold 24 UnitedHealth shares in Q1 2026, an estimated $7.15K.
  • UnitedHealth made up 0.29% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #59 holding.
  • Retirement Planning Group (New York) first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • Retirement Planning Group (New York)'s UnitedHealth position peaked at $573K in Q3 2025.
  • 3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.