Cardinal Point Capital Management’s UnitedHealth UNH Stock Holding History

Cardinal Point Capital Management’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	$2.27M	Buy	5,473 +482	+10%	+$179K	0.13%	82
2026 Q1	$1.35M	Buy	4,991 +195	+4%	+$58.1K	0.08%	104
2025 Q4	$1.58M	Buy	4,796 +830	+21%	+$281K	0.1%	92
2025 Q3	$1.37M	Hold	3,966	–	–	0.1%	101
2025 Q2	$1.24M	Buy	+3,966	New	+$1.52M	0.1%	95
2023 Q4	–	Sell	-464	Closed	-$234K	–	73
2023 Q3	$234K	Buy	+464	New	+$228K	0.06%	61
2023 Q2	–	Sell	-457	Closed	-$216K	–	79
2023 Q1	$216K	Sell	457 -59	-11%	-$28.5K	0.07%	77
2022 Q4	$274K	Buy	+516	New	+$273K	0.09%	57

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Cardinal Point Capital Management's UNH Position: Q2 2026 in Review

Cardinal Point Capital Management increased its UnitedHealth (UNH) stake by 9.7% in Q2 2026, buying an estimated $179K and bringing the position to 5,473 shares worth $2.27M. The position accounts for 0.13% of the portfolio, ranked #82.

Cardinal Point Capital Management first reported a position in UNH in Q4 2022 and has held it in 8 quarters since. 1,813 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Cardinal Point Capital Management held 5,473 shares of UnitedHealth worth $2.27M as of Q2 2026.
Cardinal Point Capital Management bought 482 UnitedHealth shares in Q2 2026, an estimated $179K.
UnitedHealth made up 0.13% of Cardinal Point Capital Management's portfolio in Q2 2026, its #82 holding.
Cardinal Point Capital Management first reported a position in UnitedHealth in Q4 2022 and has held it in 8 quarters since.
1,813 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.