UFPG
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United Financial Planning Group’s UnitedHealth UNH Stock Holding History

United Financial Planning Group’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 		$22.4K Hold
54
– – 0.01% 156
2026
Q1 		$14.6K Buy
54
+39
+260% +$11.6K 0.01% 166
2025
Q4 		$4.95K Buy
+15
New +$5.08K ﹤0.01% 274

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

United Financial Planning Group's UNH Position: Q2 2026 in Review

United Financial Planning Group held its UnitedHealth (UNH) position steady in Q2 2026 at 54 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #156.

United Financial Planning Group first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • United Financial Planning Group held 54 shares of UnitedHealth worth $22.4K as of Q2 2026.
  • United Financial Planning Group left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #156 holding.
  • United Financial Planning Group first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.