Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
349,810
Value
$145.4M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026349,810$145.4M0.1%+43,160+14.1%AddedHolders
Q1 2026306,650$83.0M0.1%+16,182+5.6%AddedHolders
Q4 2025290,468$95.9M0.1%+30,362+11.7%AddedHolders
Q3 2025260,106$89.8M0.1%+22,555+9.5%AddedHolders
Q2 2025237,551$74.1M0.1%+13,612+6.1%AddedHolders
Q1 2025223,939$117.3M0.1%+16,620+8.0%AddedHolders
Q4 2024207,319$104.9M0.1%−4,976−2.3%ReducedHolders
Q3 2024212,295$123.0M0.1%+14,614+7.4%AddedHolders
Q2 2024197,681$100.7M0.1%+7,628+4.0%AddedHolders
Q1 2024190,053$94.0M0.1%−8,120−4.1%ReducedHolders
Q4 2023198,173$104.3M0.2%+11,424+6.1%AddedHolders
Q3 2023186,749$94.2M0.1%+16,124+9.4%AddedHolders
Q2 2023170,625$82.0M0.1%+3,826+2.3%AddedHolders
Q1 2023166,799$78.8M0.1%+8,787+5.6%AddedHolders
Q4 2022158,012$83.8M0.1%+18,975+13.6%AddedHolders
Q3 2022139,037$70.2M0.1%+483+0.3%AddedHolders
Q2 2022138,554$71.2M0.1%+14,180+11.4%AddedHolders
Q1 2022124,374$63.4M0.1%+23,510+23.3%AddedHolders
Q4 2021100,864$50.6M0.1%+2,448+2.5%AddedHolders
Q3 202198,416$38.5M0.1%+3,999+4.2%AddedHolders
Q2 202194,417$37.8M0.1%−9,209−8.9%ReducedHolders
Q1 2021103,626$38.6M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.