Fort Point Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $849K | Sell |
2,042
-115
| -5% | -$42.6K | 0.06% | 126 |
|
|
2026
Q1 | $584K | Buy |
2,157
+39
| +2% | +$11.6K | 0.07% | 135 |
|
|
2025
Q4 | $718K | Buy |
2,118
+500
| +31% | +$169K | 0.08% | 128 |
|
|
2025
Q3 | $559K | Buy |
1,618
+180
| +13% | +$54.4K | 0.07% | 137 |
|
|
2025
Q2 | $449K | Sell |
1,438
-483
| -25% | -$185K | 0.03% | 236 |
|
|
2025
Q1 | $1.01M | Buy |
1,921
+151
| +9% | +$77.2K | 0.11% | 122 |
|
|
2024
Q4 | $895K | Sell |
1,770
-13
| -0.7% | -$7.39K | 0.1% | 138 |
|
|
2024
Q3 | $1.04M | Buy |
1,783
+183
| +11% | +$104K | 0.13% | 108 |
|
|
2024
Q2 | $815K | Sell |
1,600
-7
| -0.4% | -$3.43K | 0.1% | 140 |
|
|
2024
Q1 | $795K | Sell |
1,607
-5
| -0.3% | -$2.54K | 0.11% | 141 |
|
|
2023
Q4 | $849K | Buy |
1,612
+18
| +1% | +$9.6K | 0.12% | 120 |
|
|
2023
Q3 | $804K | Sell |
1,594
-20
| -1% | -$9.84K | 0.12% | 110 |
|
|
2023
Q2 | $776K | Sell |
1,614
-63
| -4% | -$30.8K | 0.11% | 115 |
|
|
2023
Q1 | $793K | Sell |
1,677
-121
| -7% | -$58.4K | 0.12% | 119 |
|
|
2022
Q4 | $953K | Sell |
1,798
-209
| -10% | -$111K | 0.15% | 104 |
|
|
2022
Q3 | $1.01M | Buy |
2,007
+143
| +8% | +$75.2K | 0.17% | 100 |
|
|
2022
Q2 | $957K | Buy |
1,864
+5
| +0.3% | +$2.51K | 0.16% | 102 |
|
|
2022
Q1 | $948K | Sell |
1,859
-99
| -5% | -$47.7K | 0.13% | 111 |
|
|
2021
Q4 | $983K | Sell |
1,958
-41
| -2% | -$18.6K | 0.13% | 104 |
|
|
2021
Q3 | $781K | Buy |
1,999
+813
| +69% | +$337K | 0.12% | 102 |
|
|
2021
Q2 | $475K | Hold |
1,186
| – | – | 0.09% | 105 |
|
|
2021
Q1 | $441K | Hold |
1,186
| – | – | 0.09% | 102 |
|
|
2020
Q4 | $416K | Sell |
1,186
-18
| -1% | -$6.03K | 0.1% | 100 |
|
|
2020
Q3 | $375K | Sell |
1,204
-121
| -9% | -$37.2K | 0.09% | 89 |
|
|
2020
Q2 | $391K | Sell |
1,325
-57
| -4% | -$16.3K | 0.12% | 82 |
|
|
2020
Q1 | $345K | Sell |
1,382
-119
| -8% | -$32.7K | 0.15% | 68 |
|
|
2019
Q4 | $441K | Buy |
1,501
+227
| +18% | +$59.4K | 0.16% | 75 |
|
|
2019
Q3 | $277K | Sell |
1,274
-84
| -6% | -$20.3K | 0.1% | 100 |
|
|
2019
Q2 | $331K | Sell |
1,358
-14
| -1% | -$3.37K | 0.13% | 76 |
|
|
2019
Q1 | $339K | Sell |
1,372
-490
| -26% | -$125K | 0.15% | 75 |
|
|
2018
Q4 | $464K | Hold |
1,862
| – | – | 0.19% | 73 |
|
|
2018
Q3 | $495K | Hold |
1,862
| – | – | 0.15% | 79 |
|
|
2018
Q2 | $457K | Buy |
1,862
+242
| +15% | +$58.1K | 0.15% | 67 |
|
|
2018
Q1 | $347K | Buy |
1,620
+410
| +34% | +$93.6K | 0.13% | 108 |
|
|
2017
Q4 | $267K | Buy |
+1,210
| New | +$256K | 0.12% | 103 |
|
Other funds holding UNH
Fort Point Capital Partners's UNH Position: Q2 2026 in Review
Fort Point Capital Partners reduced its UnitedHealth (UNH) stake by 5.3% in Q2 2026, selling an estimated $42.6K and leaving 2,042 shares worth $849K. The position accounts for 0.06% of the portfolio, ranked #126.
Fort Point Capital Partners first reported a position in UNH in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.04M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Fort Point Capital Partners held 2,042 shares of UnitedHealth worth $849K as of Q2 2026.
- Fort Point Capital Partners sold 115 UnitedHealth shares in Q2 2026, an estimated $42.6K.
- UnitedHealth made up 0.06% of Fort Point Capital Partners's portfolio in Q2 2026, its #126 holding.
- Fort Point Capital Partners first reported a position in UnitedHealth in Q4 2017 and has held it in 35 quarters since.
- Fort Point Capital Partners's UnitedHealth position peaked at $1.04M in Q3 2024.
- 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.