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Creative Planning UNH Position History
UnitedHealth Group Incorporated • Insurance
Quarters held
14
Latest value
$8K
Q3 2026
Peak value
$142M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q3 2025 | $28K |
| Q3 2025 | $87.2M |
| Q3 2025 | $4K |
| Q3 2025 | $21K |
| Q4 2025 | $93.4M |
| Q4 2025 | $2.5M |
| Q1 2026 | $2M |
| Q1 2026 | $81M |
| Q2 2026 | $3.4M |
| Q2 2026 | $142M |
| Q3 2026 | $2.9M |
| Q3 2026 | $128.6M |
| Q3 2026 | $8K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8K | 100 | — | — |
| Q3 2026 | $128.6M | 350.4K | — | — |
| Q3 2026 | $2.9M | 7.8K | — | — |
| Q2 2026 | $142M | 341.6K | — | — |
| Q2 2026 | $3.4M | 8.2K | — | — |
| Q1 2026 | $81M | 299.2K | — | — |
| Q1 2026 | $2M | 7.5K | — | — |
| Q4 2025 | $2.5M | 7.5K | — | — |
| Q4 2025 | $93.4M | 283.0K | — | — |
| Q3 2025 | $21K | 3.8K | — | — |
| Q3 2025 | $4K | 100 | — | — |
| Q3 2025 | $87.2M | 252.6K | — | — |
| Q3 2025 | $28K | 400 | — | — |
| Q3 2025 | $2.6M | 7.5K | — | — |
Other funds holding UNH
$45.3B
$28.2B
$27.2B
$26.6B
$23.7B
$23.1B