Spectrum Planning & Advisory Services’s UnitedHealth UNH Stock Holding History

Spectrum Planning & Advisory Services’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	$376K	Sell	904 -840	-48%	-$311K	0.17%	74
2026 Q1	$472K	Sell	1,744 -22	-1%	-$6.55K	0.23%	62
2025 Q4	$583K	Buy	1,766 +82	+5%	+$27.8K	0.3%	57
2025 Q3	$582K	Buy	1,684 +129	+8%	+$39K	0.33%	55
2025 Q2	$485K	Buy	+1,555	New	+$594K	0.31%	54

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Spectrum Planning & Advisory Services's UNH Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its UnitedHealth (UNH) stake by 48% in Q2 2026, selling an estimated $311K and leaving 904 shares worth $376K. The position accounts for 0.17% of the portfolio, ranked #74.

Spectrum Planning & Advisory Services first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. The position peaked at $583K in Q4 2025. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Spectrum Planning & Advisory Services held 904 shares of UnitedHealth worth $376K as of Q2 2026.
Spectrum Planning & Advisory Services sold 840 UnitedHealth shares in Q2 2026, an estimated $311K.
UnitedHealth made up 0.17% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #74 holding.
Spectrum Planning & Advisory Services first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
Spectrum Planning & Advisory Services's UnitedHealth position peaked at $583K in Q4 2025.
568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.