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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 		– Sell
-3,000
Closed -$812K – 2041
2026
Q1 		$812K Buy
+3,000
New +$893K ﹤0.01% 1079

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.