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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bearing Point Capital's UNH Position: Q1 2026 in Review

Bearing Point Capital reduced its UnitedHealth (UNH) stake by 34% in Q1 2026, selling an estimated $528K and leaving 3,462 shares worth $937K. The position accounts for 0.15% of the portfolio, ranked #95.

Bearing Point Capital first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.1M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Bearing Point Capital held 3,462 shares of UnitedHealth worth $937K as of Q1 2026.
Bearing Point Capital sold 1,772 UnitedHealth shares in Q1 2026, an estimated $528K.
UnitedHealth made up 0.15% of Bearing Point Capital's portfolio in Q1 2026, its #95 holding.
Bearing Point Capital first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Bearing Point Capital's UnitedHealth position peaked at $10.1M in Q1 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.