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Tempus Wealth Planning’s UnitedHealth UNH Stock Holding History

Tempus Wealth Planning’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 		$657K Sell
1,580
-801
-34% -$297K 0.13% 163
2026
Q1 		$644K Buy
2,381
+27
+1% +$8.04K 0.15% 156
2025
Q4 		$777K Buy
2,354
+1,314
+126% +$445K 0.18% 139
2025
Q3 		$359K Sell
1,040
-2,209
-68% -$668K 0.08% 208
2025
Q2 		$1.01M Buy
3,249
+2,156
+197% +$824K 0.25% 110
2025
Q1 		$573K Buy
1,093
+90
+9% +$46K 0.17% 136
2024
Q4 		$507K Buy
1,003
+141
+16% +$80.1K 0.16% 143
2024
Q3 		$504K Buy
862
+78
+10% +$44.1K 0.18% 124
2024
Q2 		$399K Buy
784
+132
+20% +$64.7K 0.17% 129
2024
Q1 		$322K Buy
652
+211
+48% +$107K 0.14% 147
2023
Q4 		$232K Buy
+441
New +$235K 0.1% 172
2023
Q1 		– Sell
-471
Closed -$250K – 192
2022
Q4 		$250K Sell
471
-82
-15% -$43.4K 0.15% 150
2022
Q3 		$279K Buy
+553
New +$291K 0.19% 136

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

Tempus Wealth Planning's UNH Position: Q2 2026 in Review

Tempus Wealth Planning reduced its UnitedHealth (UNH) stake by 34% in Q2 2026, selling an estimated $297K and leaving 1,580 shares worth $657K. The position accounts for 0.13% of the portfolio, ranked #163.

Tempus Wealth Planning first reported a position in UNH in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.01M in Q2 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Tempus Wealth Planning held 1,580 shares of UnitedHealth worth $657K as of Q2 2026.
  • Tempus Wealth Planning sold 801 UnitedHealth shares in Q2 2026, an estimated $297K.
  • UnitedHealth made up 0.13% of Tempus Wealth Planning's portfolio in Q2 2026, its #163 holding.
  • Tempus Wealth Planning first reported a position in UnitedHealth in Q3 2022 and has held it in 13 quarters since.
  • Tempus Wealth Planning's UnitedHealth position peaked at $1.01M in Q2 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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