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 Q2	$909K	Sell	2,187 -274	-11%	-$102K	0.37%	71
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Garrison Point Advisors's UNH Position: Q2 2026 in Review

Garrison Point Advisors reduced its UnitedHealth (UNH) stake by 11% in Q2 2026, selling an estimated $102K and leaving 2,187 shares worth $909K. The position accounts for 0.37% of the portfolio, ranked #71.

Garrison Point Advisors first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.57M in Q2 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Garrison Point Advisors held 2,187 shares of UnitedHealth worth $909K as of Q2 2026.
Garrison Point Advisors sold 274 UnitedHealth shares in Q2 2026, an estimated $102K.
UnitedHealth made up 0.37% of Garrison Point Advisors's portfolio in Q2 2026, its #71 holding.
Garrison Point Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
Garrison Point Advisors's UnitedHealth position peaked at $1.57M in Q2 2022.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.