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XY Planning Network’s UnitedHealth UNH Stock Holding History

XY Planning Network’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 		$908K Buy
2,184
+1,412
+183% +$523K 0.11% 153
2026
Q1 		$212K Sell
772
-661
-46% -$197K 0.03% 270
2025
Q4 		$473K Buy
1,433
+679
+90% +$230K 0.08% 176
2025
Q3 		$235K Hold
754
– – 0.08% 159
2025
Q2 		$235K Buy
754
+5
+0.7% +$1.91K 0.08% 159
2025
Q1 		$392K Buy
749
+3
+0.4% +$1.53K 0.26% 72
2024
Q4 		$377K Buy
+746
New +$424K 0.28% 65

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

XY Planning Network's UNH Position: Q2 2026 in Review

XY Planning Network increased its UnitedHealth (UNH) stake by 183% in Q2 2026, buying an estimated $523K and bringing the position to 2,184 shares worth $908K. The position accounts for 0.11% of the portfolio, ranked #153.

XY Planning Network first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • XY Planning Network held 2,184 shares of UnitedHealth worth $908K as of Q2 2026.
  • XY Planning Network bought 1,412 UnitedHealth shares in Q2 2026, an estimated $523K.
  • UnitedHealth made up 0.11% of XY Planning Network's portfolio in Q2 2026, its #153 holding.
  • XY Planning Network first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.