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ESG Planning

SEC CIK
0001931465
Latest filing
Jul 22, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by ESG 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)
5,806
Value
$2.41M
% of portfolio
0.8%
Quarters held
2
Since Q1 2026
Holdings of UNH by ESG Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,806$2.41M0.8%+484+9.1%AddedHolders
Q1 20265,322$1.44M0.6%+5,322NewHolders