HPWM
UNH icon

High Point Wealth Management’s UnitedHealth UNH Stock Holding History

High Point Wealth Management’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 		$63.7K Hold
153
– – 0.05% 127
2026
Q1 		$41.4K Hold
153
– – 0.04% 148
2025
Q4 		$50.6K Buy
+153
New +$51.8K 0.05% 141

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

High Point Wealth Management's UNH Position: Q2 2026 in Review

High Point Wealth Management held its UnitedHealth (UNH) position steady in Q2 2026 at 153 shares worth $63.7K. The position accounts for 0.05% of the portfolio, ranked #127.

High Point Wealth Management first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 2,125 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • High Point Wealth Management held 153 shares of UnitedHealth worth $63.7K as of Q2 2026.
  • High Point Wealth Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.05% of High Point Wealth Management's portfolio in Q2 2026, its #127 holding.
  • High Point Wealth Management first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 2,125 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.