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Trailhead Planners’s UnitedHealth UNH Stock Holding History

Trailhead Planners’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 		$271K Buy
+652
New +$242K 0.26% 50
2026
Q1 		– Sell
-651
Closed -$215K – 51
2025
Q4 		$215K Buy
+651
New +$221K 0.21% 48

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 $3.38T AUM 44.17% 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

Trailhead Planners's UNH Position: Q2 2026 in Review

Trailhead Planners opened a new position in UnitedHealth (UNH) in Q2 2026: 652 shares worth $271K. The stake represents 0.26% of the portfolio and ranks #50 among its holdings. This is a return to the name: Trailhead Planners previously reported a position in UNH as recently as Q4 2025.

Trailhead Planners first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Trailhead Planners held 652 shares of UnitedHealth worth $271K as of Q2 2026.
  • UnitedHealth was a new Trailhead Planners position in Q2 2026.
  • UnitedHealth made up 0.26% of Trailhead Planners's portfolio in Q2 2026, its #50 holding.
  • Trailhead Planners first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Trailhead Planners's 13F filing for Q2 2026, filed 6 Aug 2026.