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Valtinson Bruner Financial Planning’s UnitedHealth UNH Stock Holding History

Valtinson Bruner Financial 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 		$722K Buy
1,738
+23
+1% +$8.53K 0.18% 65
2026
Q1 		$464K Buy
1,715
+7
+0.4% +$2.08K 0.13% 89
2025
Q4 		$564K Sell
1,708
-49
-3% -$16.6K 0.16% 71
2025
Q3 		$607K Buy
1,757
+10
+0.6% +$3.02K 0.18% 68
2025
Q2 		$545K Sell
1,747
-5
-0.3% -$1.91K 0.17% 72
2025
Q1 		$917K Buy
1,752
+25
+1% +$12.8K 0.31% 53
2024
Q4 		$874K Sell
1,727
-107
-6% -$60.8K 0.31% 60
2024
Q3 		$1.07M Sell
1,834
-17
-0.9% -$9.62K 0.37% 55
2024
Q2 		$943K Sell
1,851
-86
-4% -$42.2K 0.37% 57
2024
Q1 		$958K Sell
1,937
-88
-4% -$44.7K 0.41% 54
2023
Q4 		$1.07M Sell
2,025
-76
-4% -$40.5K 0.55% 50
2023
Q3 		$1.06M Sell
2,101
-90
-4% -$44.3K 0.58% 50
2023
Q2 		$1.05M Sell
2,191
-114
-5% -$55.7K 0.57% 49
2023
Q1 		$1.09M Sell
2,305
-9
-0.4% -$4.34K 0.62% 47
2022
Q4 		$1.1M Sell
2,314
-35
-1% -$18.5K 0.64% 45
2022
Q3 		$1.19M Buy
2,349
+106
+5% +$55.7K 0.73% 44
2022
Q2 		$1.15M Sell
2,243
-207
-8% -$104K 0.7% 44
2022
Q1 		$1.31M Buy
2,450
+108
+5% +$52.1K 0.75% 44
2021
Q4 		$1.18M Buy
2,342
+43
+2% +$19.5K 0.64% 45
2021
Q3 		$1M Buy
2,299
+3
+0.1% +$1.24K 0.55% 46
2021
Q2 		$953K Buy
2,296
+3
+0.1% +$1.2K 0.54% 47
2021
Q1 		$894K Hold
2,293
– – 0.53% 41
2020
Q4 		$837K Buy
2,293
+203
+10% +$68K 0.53% 41
2020
Q3 		$652K Buy
2,090
+4
+0.2% +$1.23K 0.46% 41
2020
Q2 		$661K Buy
2,086
+6
+0.3% +$1.72K 0.47% 41
2020
Q1 		$598K Sell
2,080
-29
-1% -$7.98K 0.48% 35
2019
Q4 		$615K Buy
2,109
+3
+0.1% +$785 0.44% 38
2019
Q3 		$468K Buy
2,106
+37
+2% +$8.93K 0.38% 37
2019
Q2 		$505K Buy
2,069
+37
+2% +$8.9K 0.43% 25
2019
Q1 		$502K Hold
2,032
– – 0.44% 22
2018
Q4 		$506K Buy
+2,032
New +$537K 0.53% 15

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Valtinson Bruner Financial Planning's UNH Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its UnitedHealth (UNH) stake by 1.3% in Q2 2026, buying an estimated $8.53K and bringing the position to 1,738 shares worth $722K. The position accounts for 0.18% of the portfolio, ranked #65.

Valtinson Bruner Financial Planning first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.31M in Q1 2022. 1,867 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Valtinson Bruner Financial Planning held 1,738 shares of UnitedHealth worth $722K as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 23 UnitedHealth shares in Q2 2026, an estimated $8.53K.
  • UnitedHealth made up 0.18% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #65 holding.
  • Valtinson Bruner Financial Planning first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • Valtinson Bruner Financial Planning's UnitedHealth position peaked at $1.31M in Q1 2022.
  • 1,867 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.