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Beacon Pointe Advisors’s UnitedHealth UNH Stock Holding History

Beacon Pointe Advisors’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 		$48M Sell
115,374
-7,375
-6% -$2.73M 0.22% 103
2026
Q1 		$33.2M Buy
122,749
+40,055
+48% +$11.9M 0.18% 125
2025
Q4 		$27.3M Buy
82,694
+11,341
+16% +$3.84M 0.19% 118
2025
Q3 		$24.6M Buy
71,353
+10,922
+18% +$3.3M 0.21% 104
2025
Q2 		$18.9M Sell
60,431
-215
-0.4% -$82.2K 0.2% 115
2025
Q1 		$31.8M Buy
60,646
+1,541
+3% +$788K 0.36% 57
2024
Q4 		$29.9M Sell
59,105
-4,251
-7% -$2.42M 0.33% 61
2024
Q3 		$37M Sell
63,356
-168
-0.3% -$95K 0.43% 48
2024
Q2 		$32.4M Buy
63,524
+5,387
+9% +$2.64M 0.38% 55
2024
Q1 		$28.8M Sell
58,137
-18,782
-24% -$9.55M 0.32% 68
2023
Q4 		$40.5M Sell
76,919
-2,438
-3% -$1.3M 0.48% 40
2023
Q3 		$40M Buy
79,357
+9,913
+14% +$4.88M 0.5% 40
2023
Q2 		$33.4M Sell
69,444
-8,498
-11% -$4.16M 0.55% 39
2023
Q1 		$36.8M Buy
77,942
+2,235
+3% +$1.08M 0.63% 30
2022
Q4 		$40.1M Buy
75,707
+8,775
+13% +$4.65M 0.78% 24
2022
Q3 		$33.9M Buy
66,932
+269
+0.4% +$141K 0.76% 23
2022
Q2 		$34.3M Sell
66,663
-33,593
-34% -$16.9M 0.72% 23
2022
Q1 		$51.1M Buy
100,256
+62,646
+167% +$30.2M 0.7% 23
2021
Q4 		$18.9M Sell
37,610
-12,154
-24% -$5.5M 0.49% 44
2021
Q3 		$19.4M Buy
49,764
+27,462
+123% +$11.4M 0.48% 45
2021
Q2 		$8.93M Buy
22,302
+15,190
+214% +$6.06M 0.32% 80
2021
Q1 		$2.65M Buy
7,112
+770
+12% +$267K 0.16% 112
2020
Q4 		$2.23M Buy
6,342
+1,807
+40% +$606K 0.15% 123
2020
Q3 		$1.42M Buy
4,535
+857
+23% +$263K 0.14% 133
2020
Q2 		$1.08M Buy
3,678
+1,363
+59% +$391K 0.11% 156
2020
Q1 		$576K Buy
2,315
+314
+16% +$86.4K 0.09% 162
2019
Q4 		$588K Buy
2,001
+389
+24% +$102K 0.18% 113
2019
Q3 		$350K Buy
1,612
+132
+9% +$31.9K 0.15% 125
2019
Q2 		$362K Buy
+1,480
New +$356K 0.13% 145

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 $3.38T AUM 44.17% 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

Beacon Pointe Advisors's UNH Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its UnitedHealth (UNH) stake by 6% in Q2 2026, selling an estimated $2.73M and leaving 115,374 shares worth $48M. The position accounts for 0.22% of the portfolio, ranked #103.

Beacon Pointe Advisors first reported a position in UNH in Q2 2019 and has held it in 29 quarters since. The position peaked at $51.1M in Q1 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Beacon Pointe Advisors held 115,374 shares of UnitedHealth worth $48M as of Q2 2026.
  • Beacon Pointe Advisors sold 7,375 UnitedHealth shares in Q2 2026, an estimated $2.73M.
  • UnitedHealth made up 0.22% of Beacon Pointe Advisors's portfolio in Q2 2026, its #103 holding.
  • Beacon Pointe Advisors first reported a position in UnitedHealth in Q2 2019 and has held it in 29 quarters since.
  • Beacon Pointe Advisors's UnitedHealth position peaked at $51.1M in Q1 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.