Spartan Planning & Wealth Management’s UnitedHealth UNH Stock Holding History

Spartan Planning & Wealth Management’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	$697K	Buy	+1,676	New	+$621K	0.46%	37
2025 Q4	–	Sell	-824	Closed	-$285K	–	92
2025 Q3	$285K	Buy	+824	New	+$249K	0.22%	66
2023 Q4	$674K	Buy	1,280 +1,131	+759%	+$603K	0.72%	25
2023 Q3	$75.1K	Buy	+149	New	+$73.3K	0.09%	79
2022 Q4	$371K	Sell	700 -91	-12%	-$48.2K	0.46%	33
2022 Q3	$399K	Buy	791 +22	+3%	+$11.6K	0.52%	19
2022 Q2	$395K	Buy	769 +385	+100%	+$193K	0.53%	21
2022 Q1	$196K	Buy	+384	New	+$185K	0.25%	54

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Spartan Planning & Wealth Management's UNH Position: Q2 2026 in Review

Spartan Planning & Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 1,676 shares worth $697K. The stake represents 0.46% of the portfolio and ranks #37 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in UNH as recently as Q3 2025.

Spartan Planning & Wealth Management first reported a position in UNH in Q1 2022 and has held it in 8 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Spartan Planning & Wealth Management held 1,676 shares of UnitedHealth worth $697K as of Q2 2026.
UnitedHealth was a new Spartan Planning & Wealth Management position in Q2 2026.
UnitedHealth made up 0.46% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #37 holding.
Spartan Planning & Wealth Management first reported a position in UnitedHealth in Q1 2022 and has held it in 8 quarters since.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.