BPA
UNH icon

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 		$812K Buy
+3,000
New +$893K ﹤0.01% 1079

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. 3,020 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.
  • 3,020 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.