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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beacon Pointe Advisors's UNH Position: Q1 2026 in Review

Beacon Pointe Advisors increased its UnitedHealth (UNH) stake by 48% in Q1 2026, buying an estimated $11.9M and bringing the position to 122,749 shares worth $33.2M. The position accounts for 0.18% of the portfolio, ranked #125.

Beacon Pointe Advisors first reported a position in UNH in Q2 2019 and has held it in 28 quarters since. The position peaked at $51.1M in Q1 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Beacon Pointe Advisors held 122,749 shares of UnitedHealth worth $33.2M as of Q1 2026.
  • Beacon Pointe Advisors bought 40,055 UnitedHealth shares in Q1 2026, an estimated $11.9M.
  • UnitedHealth made up 0.18% of Beacon Pointe Advisors's portfolio in Q1 2026, its #125 holding.
  • Beacon Pointe Advisors first reported a position in UnitedHealth in Q2 2019 and has held it in 28 quarters since.
  • Beacon Pointe Advisors's UnitedHealth position peaked at $51.1M in Q1 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.