Planning Strategies Inc.’s UnitedHealth UNH Stock Holding History

Planning Strategies Inc.’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	$22K	Buy	+53	New	+$19.6K	0.01%	236

Other funds holding UNH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Planning Strategies Inc.'s UNH Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in UnitedHealth (UNH) in Q2 2026: 53 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #236 among its holdings.

1,336 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Planning Strategies Inc. held 53 shares of UnitedHealth worth $22K as of Q2 2026.
UnitedHealth was a new Planning Strategies Inc. position in Q2 2026.
UnitedHealth made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #236 holding.
1,336 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.