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Centerpoint Advisory Group’s UnitedHealth UNH Stock Holding History

Centerpoint Advisory Group’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 		$227K Buy
+547
New +$203K 0.14% 109
2025
Q4 		– Sell
-599
Closed -$207K – 111
2025
Q3 		$207K Sell
599
-200
-25% -$60.5K 0.16% 105
2025
Q2 		$249K Buy
799
+83
+12% +$31.7K 0.22% 86
2025
Q1 		$375K Sell
716
-189
-21% -$96.6K 0.37% 63
2024
Q4 		$458K Buy
+905
New +$514K 0.44% 53

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

Centerpoint Advisory Group's UNH Position: Q2 2026 in Review

Centerpoint Advisory Group opened a new position in UnitedHealth (UNH) in Q2 2026: 547 shares worth $227K. The stake represents 0.14% of the portfolio and ranks #109 among its holdings. This is a return to the name: Centerpoint Advisory Group previously reported a position in UNH as recently as Q3 2025.

Centerpoint Advisory Group first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. The position peaked at $458K in Q4 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Centerpoint Advisory Group held 547 shares of UnitedHealth worth $227K as of Q2 2026.
  • UnitedHealth was a new Centerpoint Advisory Group position in Q2 2026.
  • UnitedHealth made up 0.14% of Centerpoint Advisory Group's portfolio in Q2 2026, its #109 holding.
  • Centerpoint Advisory Group first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
  • Centerpoint Advisory Group's UnitedHealth position peaked at $458K in Q4 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.