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DecisionPoint Financial’s UnitedHealth UNH Stock Holding History

DecisionPoint Financial’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 		$17.9K Buy
42
+3
+8% +$1.11K ﹤0.01% 165
2026
Q1 		$10.6K Hold
39
– – ﹤0.01% 184
2025
Q4 		$12.9K Buy
39
+6
+18% +$2.03K ﹤0.01% 176
2025
Q3 		$11.5K Sell
33
-11
-25% -$3.33K ﹤0.01% 134
2025
Q2 		$14.4K Sell
44
-58
-57% -$22.2K ﹤0.01% 132
2025
Q1 		$53.4K Hold
102
– – 0.02% 76
2024
Q4 		$51.6K Buy
102
+62
+155% +$35.2K 0.02% 78
2024
Q3 		$23.4K Hold
40
– – 0.01% 116
2024
Q2 		$23K Sell
40
-17
-30% -$8.33K 0.01% 118
2024
Q1 		$28.2K Hold
57
– – 0.01% 103
2023
Q4 		$30K Hold
57
– – 0.01% 91
2023
Q3 		$28.7K Hold
57
– – 0.02% 86
2023
Q2 		$27.4K Hold
57
– – 0.01% 88
2023
Q1 		$26.9K Sell
57
-9
-14% -$4.34K 0.02% 81
2022
Q4 		$35K Buy
+66
New +$35K 0.02% 69

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 $3.38T AUM 44.17% 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

DecisionPoint Financial's UNH Position: Q2 2026 in Review

DecisionPoint Financial increased its UnitedHealth (UNH) stake by 7.7% in Q2 2026, buying an estimated $1.11K and bringing the position to 42 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

DecisionPoint Financial first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $53.4K in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • DecisionPoint Financial held 42 shares of UnitedHealth worth $17.9K as of Q2 2026.
  • DecisionPoint Financial bought 3 UnitedHealth shares in Q2 2026, an estimated $1.11K.
  • UnitedHealth made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #165 holding.
  • DecisionPoint Financial first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • DecisionPoint Financial's UnitedHealth position peaked at $53.4K in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.