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WealthPlan Investment Management’s UnitedHealth UNH Stock Holding History

WealthPlan Investment Management’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 		$7.75M Sell
18,649
-3,149
-14% -$1.17M 0.38% 64
2026
Q1 		$5.9M Buy
21,798
+7,591
+53% +$2.26M 0.33% 76
2025
Q4 		$4.69M Buy
14,207
+13,450
+1,777% +$4.56M 0.3% 89
2025
Q3 		$261K Sell
757
-390
-34% -$118K 0.02% 288
2025
Q2 		$358K Buy
1,147
+217
+23% +$82.9K 0.03% 270
2025
Q1 		$487K Sell
930
-320
-26% -$164K 0.05% 174
2024
Q4 		$632K Buy
1,250
+309
+33% +$176K 0.06% 151
2024
Q3 		$550K Buy
941
+230
+32% +$130K 0.06% 152
2024
Q2 		$362K Sell
711
-100
-12% -$49K 0.05% 138
2024
Q1 		$401K Hold
811
– – 0.06% 132
2023
Q4 		$427K Sell
811
-100
-11% -$53.3K 0.07% 128
2023
Q3 		$459K Buy
911
+293
+47% +$144K 0.08% 116
2023
Q2 		$297K Sell
618
-293
-32% -$143K 0.09% 117
2023
Q1 		$431K Sell
911
-682
-43% -$329K 0.07% 123
2022
Q4 		$789K Buy
1,593
+60
+4% +$31.8K 0.06% 198
2022
Q3 		$832K Buy
+1,533
New +$806K 0.06% 181
2022
Q1 		$765K Buy
+1,506
New +$726K 0.05% 197

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

WealthPlan Investment Management's UNH Position: Q2 2026 in Review

WealthPlan Investment Management reduced its UnitedHealth (UNH) stake by 14% in Q2 2026, selling an estimated $1.17M and leaving 18,649 shares worth $7.75M. The position accounts for 0.38% of the portfolio, ranked #64.

WealthPlan Investment Management first reported a position in UNH in Q1 2022 and has held it in 17 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • WealthPlan Investment Management held 18,649 shares of UnitedHealth worth $7.75M as of Q2 2026.
  • WealthPlan Investment Management sold 3,149 UnitedHealth shares in Q2 2026, an estimated $1.17M.
  • UnitedHealth made up 0.38% of WealthPlan Investment Management's portfolio in Q2 2026, its #64 holding.
  • WealthPlan Investment Management first reported a position in UnitedHealth in Q1 2022 and has held it in 17 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.