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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Basepoint Wealth's UNH Position: Q1 2026 in Review

Basepoint Wealth increased its UnitedHealth (UNH) stake by 1.2% in Q1 2026, buying an estimated $1.79K and bringing the position to 497 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #129.

Basepoint Wealth first reported a position in UNH in Q3 2024 and has held it in 5 quarters since. The position peaked at $241K in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Basepoint Wealth held 497 shares of UnitedHealth worth $135K as of Q1 2026.
Basepoint Wealth bought 6 UnitedHealth shares in Q1 2026, an estimated $1.79K.
UnitedHealth made up 0.08% of Basepoint Wealth's portfolio in Q1 2026, its #129 holding.
Basepoint Wealth first reported a position in UnitedHealth in Q3 2024 and has held it in 5 quarters since.
Basepoint Wealth's UnitedHealth position peaked at $241K in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.