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Bearing Point Capital’s UnitedHealth UNH Stock Holding History

Bearing Point Capital’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 		$1.43M Sell
3,451
-11
-0.3% -$4.08K 0.19% 90
2026
Q1 		$937K Sell
3,462
-1,772
-34% -$528K 0.15% 95
2025
Q4 		$1.73M Sell
5,234
-12,339
-70% -$4.18M 0.27% 77
2025
Q3 		$6.07M Buy
17,573
+479
+3% +$145K 1.04% 39
2025
Q2 		$5.33M Sell
17,094
-2,156
-11% -$824K 0.98% 42
2025
Q1 		$10.1M Buy
19,250
+1,603
+9% +$819K 2.14% 8
2024
Q4 		$8.93M Buy
+17,647
New +$10M 1.86% 10

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 $3.37T AUM 44.26% 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

Bearing Point Capital's UNH Position: Q2 2026 in Review

Bearing Point Capital reduced its UnitedHealth (UNH) stake by 0.32% in Q2 2026, selling an estimated $4.08K and leaving 3,451 shares worth $1.43M. The position accounts for 0.19% of the portfolio, ranked #90.

Bearing Point Capital first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1M in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bearing Point Capital held 3,451 shares of UnitedHealth worth $1.43M as of Q2 2026.
  • Bearing Point Capital sold 11 UnitedHealth shares in Q2 2026, an estimated $4.08K.
  • UnitedHealth made up 0.19% of Bearing Point Capital's portfolio in Q2 2026, its #90 holding.
  • Bearing Point Capital first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Bearing Point Capital's UnitedHealth position peaked at $10.1M in Q1 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.