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Basepoint Wealth’s UnitedHealth UNH Stock Holding History

Basepoint Wealth’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 		$201K Sell
483
-14
-3% -$5.19K 0.11% 102
2026
Q1 		$135K Buy
497
+6
+1% +$1.79K 0.08% 129
2025
Q4 		$162K Buy
+491
New +$166K 0.1% 111
2025
Q2 		– Sell
-416
Closed -$218K – 110
2025
Q1 		$218K Buy
416
+7
+2% +$3.58K 0.17% 92
2024
Q4 		$207K Sell
409
-4
-1% -$2.27K 0.17% 101
2024
Q3 		$241K Buy
+413
New +$234K 0.18% 95

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Basepoint Wealth's UNH Position: Q2 2026 in Review

Basepoint Wealth reduced its UnitedHealth (UNH) stake by 2.8% in Q2 2026, selling an estimated $5.19K and leaving 483 shares worth $201K. The position accounts for 0.11% of the portfolio, ranked #102.

Basepoint Wealth first reported a position in UNH in Q3 2024 and has held it in 6 quarters since. The position peaked at $241K in Q3 2024. 3,380 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Basepoint Wealth held 483 shares of UnitedHealth worth $201K as of Q2 2026.
  • Basepoint Wealth sold 14 UnitedHealth shares in Q2 2026, an estimated $5.19K.
  • UnitedHealth made up 0.11% of Basepoint Wealth's portfolio in Q2 2026, its #102 holding.
  • Basepoint Wealth first reported a position in UnitedHealth in Q3 2024 and has held it in 6 quarters since.
  • Basepoint Wealth's UnitedHealth position peaked at $241K in Q3 2024.
  • 3,380 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.