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Garrison Point Advisors’s UnitedHealth UNH Stock Holding History

Garrison Point Advisors’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 		$666K Hold
2,461
– – 0.3% 87
2025
Q4 		$812K Sell
2,461
-190
-7% -$64.4K 0.36% 71
2025
Q3 		$915K Sell
2,651
-80
-3% -$24.2K 0.38% 66
2025
Q2 		$852K Buy
2,731
+110
+4% +$42K 0.39% 67
2025
Q1 		$1.37M Sell
2,621
-15
-0.6% -$7.67K 0.67% 43
2024
Q4 		$1.33M Sell
2,636
-5
-0.2% -$2.84K 0.63% 45
2024
Q3 		$1.54M Sell
2,641
-5
-0.2% -$2.83K 0.96% 30
2024
Q2 		$1.35M Sell
2,646
-47
-2% -$23K 0.89% 32
2024
Q1 		$1.33M Hold
2,693
– – 0.86% 34
2023
Q4 		$1.42M Hold
2,693
– – 1% 29
2023
Q3 		$1.36M Hold
2,693
– – 1.05% 27
2023
Q2 		$1.29M Sell
2,693
-75
-3% -$36.7K 0.93% 30
2023
Q1 		$1.31M Sell
2,768
-44
-2% -$21.2K 0.98% 28
2022
Q4 		$1.49M Sell
2,812
-94
-3% -$49.8K 1.22% 23
2022
Q3 		$1.47M Sell
2,906
-150
-5% -$78.9K 1.31% 20
2022
Q2 		$1.57M Sell
3,056
-20
-0.7% -$10K 1.3% 23
2022
Q1 		$1.57M Sell
3,076
-45
-1% -$21.7K 1.1% 27
2021
Q4 		$1.57M Buy
3,121
+5
+0.2% +$2.26K 1.04% 27
2021
Q3 		$1.22M Sell
3,116
-10
-0.3% -$4.14K 0.89% 33
2021
Q2 		$1.25M Sell
3,126
-10
-0.3% -$3.99K 0.9% 32
2021
Q1 		$1.17M Hold
3,136
– – 0.91% 36
2020
Q4 		$1.1M Buy
3,136
+60
+2% +$20.1K 0.89% 36
2020
Q3 		$959K Sell
3,076
-125
-4% -$38.4K 0.87% 37
2020
Q2 		$944K Hold
3,201
– – 0.93% 34
2020
Q1 		$798K Sell
3,201
-235
-7% -$64.7K 0.97% 38
2019
Q4 		$1.01M Sell
3,436
-80
-2% -$20.9K 0.93% 40
2019
Q3 		$764K Buy
3,516
+30
+0.9% +$7.24K 0.76% 51
2019
Q2 		$851K Buy
3,486
+40
+1% +$9.62K 0.85% 43
2019
Q1 		$852K Sell
3,446
-90
-3% -$23K 0.89% 42
2018
Q4 		$881K Buy
+3,536
New +$934K 1.09% 35

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Garrison Point Advisors's UNH Position: Q1 2026 in Review

Garrison Point Advisors held its UnitedHealth (UNH) position steady in Q1 2026 at 2,461 shares worth $666K. The position accounts for 0.3% of the portfolio, ranked #87.

Garrison Point Advisors first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.57M in Q2 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Garrison Point Advisors held 2,461 shares of UnitedHealth worth $666K as of Q1 2026.
  • Garrison Point Advisors left its UnitedHealth share count unchanged in Q1 2026.
  • UnitedHealth made up 0.3% of Garrison Point Advisors's portfolio in Q1 2026, its #87 holding.
  • Garrison Point Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Garrison Point Advisors's UnitedHealth position peaked at $1.57M in Q2 2022.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.