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 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 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

DecisionPoint Financial's UNH Position: Q1 2026 in Review

DecisionPoint Financial held its UnitedHealth (UNH) position steady in Q1 2026 at 39 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

DecisionPoint Financial first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $53.4K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

DecisionPoint Financial held 39 shares of UnitedHealth worth $10.6K as of Q1 2026.
DecisionPoint Financial left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #184 holding.
DecisionPoint Financial first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
DecisionPoint Financial's UnitedHealth position peaked at $53.4K in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.