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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
Q2 		$565K Sell
1,359
-279
-17% -$103K 0.31% 54
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 $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 (New York)'s UNH Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its UnitedHealth (UNH) stake by 17% in Q2 2026, selling an estimated $103K and leaving 1,359 shares worth $565K. The position accounts for 0.31% of the portfolio, ranked #54.

Retirement Planning Group (New York) first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. The position peaked at $573K in Q3 2025. 3,382 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Retirement Planning Group (New York) held 1,359 shares of UnitedHealth worth $565K as of Q2 2026.
  • Retirement Planning Group (New York) sold 279 UnitedHealth shares in Q2 2026, an estimated $103K.
  • UnitedHealth made up 0.31% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #54 holding.
  • Retirement Planning Group (New York) first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • Retirement Planning Group (New York)'s UnitedHealth position peaked at $573K in Q3 2025.
  • 3,382 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.