Belpointe Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.76M | Buy |
10,205
+677
| +7% | +$202K | 0.1% | 185 |
|
|
2025
Q4 | $3.15M | Buy |
9,528
+481
| +5% | +$163K | 0.11% | 149 |
|
|
2025
Q3 | $3.12M | Sell |
9,047
-2,118
| -19% | -$641K | 0.12% | 144 |
|
|
2025
Q2 | $3.48M | Buy |
11,165
+2,051
| +23% | +$784K | 0.15% | 125 |
|
|
2025
Q1 | $4.77M | Buy |
9,114
+315
| +4% | +$161K | 0.25% | 75 |
|
|
2024
Q4 | $5.19M | Buy |
8,799
+38
| +0.4% | +$21.6K | 0.31% | 57 |
|
|
2024
Q3 | $5.12M | Sell |
8,761
-140
| -2% | -$79.2K | 0.31% | 59 |
|
|
2024
Q2 | $4.53M | Buy |
8,901
+242
| +3% | +$119K | 0.32% | 54 |
|
|
2024
Q1 | $4.28M | Buy |
8,659
+864
| +11% | +$439K | 0.32% | 56 |
|
|
2023
Q4 | $4.1M | Buy |
7,795
+172
| +2% | +$91.7K | 0.36% | 48 |
|
|
2023
Q3 | $3.84M | Buy |
7,623
+1,092
| +17% | +$537K | 0.4% | 46 |
|
|
2023
Q2 | $3.14M | Sell |
6,531
-8,761
| -57% | -$4.28M | 0.33% | 61 |
|
|
2023
Q1 | $7.23M | Buy |
15,292
+1,964
| +15% | +$948K | 0.39% | 39 |
|
|
2022
Q4 | $7.07M | Buy |
13,328
+1,333
| +11% | +$706K | 0.43% | 33 |
|
|
2022
Q3 | $6.06M | Buy |
11,995
+1,300
| +12% | +$684K | 0.41% | 40 |
|
|
2022
Q2 | $5.49M | Sell |
10,695
-645
| -6% | -$324K | 0.37% | 46 |
|
|
2022
Q1 | $5.79M | Buy |
11,340
+275
| +2% | +$133K | 0.35% | 48 |
|
|
2021
Q4 | $5.56M | Sell |
11,065
-461
| -4% | -$209K | 0.35% | 54 |
|
|
2021
Q3 | $4.5M | Sell |
11,526
-3
| -0% | -$1.24K | 0.31% | 61 |
|
|
2021
Q2 | $4.62M | Buy |
11,529
+887
| +8% | +$354K | 0.33% | 54 |
|
|
2021
Q1 | $3.96M | Sell |
10,642
-1,116
| -9% | -$387K | 0.34% | 57 |
|
|
2020
Q4 | $4.12M | Buy |
11,758
+1,435
| +14% | +$481K | 0.37% | 51 |
|
|
2020
Q3 | $3.22M | Buy |
10,323
+195
| +2% | +$59.9K | 0.36% | 52 |
|
|
2020
Q2 | $2.99M | Buy |
10,128
+1,043
| +11% | +$299K | 0.39% | 49 |
|
|
2020
Q1 | $2.27M | Sell |
9,085
-157
| -2% | -$43.2K | 0.4% | 52 |
|
|
2019
Q4 | $2.72M | Buy |
9,242
+2,043
| +28% | +$534K | 0.34% | 73 |
|
|
2019
Q3 | $1.56M | Buy |
7,199
+70
| +1% | +$16.9K | 0.25% | 96 |
|
|
2019
Q2 | $1.74M | Sell |
7,129
-1,567
| -18% | -$377K | 0.34% | 59 |
|
|
2019
Q1 | $2.15M | Buy |
8,696
+2,170
| +33% | +$553K | 0.42% | 42 |
|
|
2018
Q4 | $1.63M | Sell |
6,526
-1,632
| -20% | -$431K | 0.41% | 43 |
|
|
2018
Q3 | $2.17M | Buy |
8,158
+2,796
| +52% | +$727K | 0.34% | 51 |
|
|
2018
Q2 | $1.32M | Buy |
5,362
+1,823
| +52% | +$438K | 0.37% | 42 |
|
|
2018
Q1 | $757K | Buy |
3,539
+367
| +12% | +$83.8K | 0.22% | 87 |
|
|
2017
Q4 | $699K | Buy |
3,172
+390
| +14% | +$82.7K | 0.15% | 150 |
|
|
2017
Q3 | $545K | Buy |
+2,782
| New | +$537K | 0.13% | 173 |
|
Other funds holding UNH
VCM
VPM
Belpointe Asset Management's UNH Position: Q1 2026 in Review
Belpointe Asset Management increased its UnitedHealth (UNH) stake by 7.1% in Q1 2026, buying an estimated $202K and bringing the position to 10,205 shares worth $2.76M. The position accounts for 0.1% of the portfolio, ranked #185.
Belpointe Asset Management first reported a position in UNH in Q3 2017 and has held it in 35 quarters since. The position peaked at $7.23M in Q1 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Belpointe Asset Management held 10,205 shares of UnitedHealth worth $2.76M as of Q1 2026.
- Belpointe Asset Management bought 677 UnitedHealth shares in Q1 2026, an estimated $202K.
- UnitedHealth made up 0.1% of Belpointe Asset Management's portfolio in Q1 2026, its #185 holding.
- Belpointe Asset Management first reported a position in UnitedHealth in Q3 2017 and has held it in 35 quarters since.
- Belpointe Asset Management's UnitedHealth position peaked at $7.23M in Q1 2023.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.