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 Q3	$836K	Buy	2,277 +93	+4%	+$37.4K	0.09%	174
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

XY Planning Network's UNH Position: Q3 2026 in Review

XY Planning Network increased its UnitedHealth (UNH) stake by 4.3% in Q3 2026, buying an estimated $37.4K and bringing the position to 2,277 shares worth $836K. The position accounts for 0.09% of the portfolio, ranked #174.

XY Planning Network first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $908K in Q2 2026. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

XY Planning Network held 2,277 shares of UnitedHealth worth $836K as of Q3 2026.
XY Planning Network bought 93 UnitedHealth shares in Q3 2026, an estimated $37.4K.
UnitedHealth made up 0.09% of XY Planning Network's portfolio in Q3 2026, its #174 holding.
XY Planning Network first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
XY Planning Network's UnitedHealth position peaked at $908K in Q2 2026.
993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.