HighPoint Advisor Group’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 | $4.8M | Sell |
11,550
-4,713
| -29% | -$1.75M | 0.17% | 116 |
|
|
2026
Q1 | $4.4M | Sell |
16,263
-28,201
| -63% | -$8.4M | 0.18% | 112 |
|
|
2025
Q4 | $14.7M | Buy |
44,464
+12,898
| +41% | +$4.37M | 0.32% | 63 |
|
|
2025
Q3 | $10.9M | Buy |
31,566
+8,974
| +40% | +$2.71M | 0.52% | 33 |
|
|
2025
Q2 | $7.05M | Sell |
22,592
-2,896
| -11% | -$1.11M | 0.37% | 44 |
|
|
2025
Q1 | $10.4M | Sell |
25,488
-427
| -2% | -$218K | 0.61% | 30 |
|
|
2024
Q4 | $13.7M | Sell |
25,915
-5,567
| -18% | -$3.16M | 0.74% | 24 |
|
|
2024
Q3 | $18.4M | Sell |
31,482
-175
| -0.6% | -$99K | 1.07% | 16 |
|
|
2024
Q2 | $18.2M | Buy |
31,657
+10,809
| +52% | +$5.3M | 1.09% | 17 |
|
|
2024
Q1 | $10.7M | Sell |
20,848
-527
| -2% | -$268K | 0.75% | 24 |
|
|
2023
Q4 | $10.4M | Buy |
+21,375
| New | +$11.4M | 0.74% | 25 |
|
|
2022
Q2 | $8.15M | Buy |
+15,814
| New | +$7.94M | 0.89% | 20 |
|
|
2021
Q3 | $6.07M | Buy |
15,540
+222
| +1% | +$92K | 0.59% | 31 |
|
|
2021
Q2 | $6.13M | Buy |
15,318
+2,799
| +22% | +$1.12M | 0.62% | 30 |
|
|
2021
Q1 | $4.71M | Sell |
12,519
-497
| -4% | -$172K | 0.55% | 38 |
|
|
2020
Q4 | $4.29M | Buy |
13,016
+4,808
| +59% | +$1.61M | 0.52% | 38 |
|
|
2020
Q3 | $2.91M | Buy |
8,208
+503
| +7% | +$155K | 0.53% | 39 |
|
|
2020
Q2 | $2.29M | Buy |
7,705
+226
| +3% | +$64.8K | 0.49% | 46 |
|
|
2020
Q1 | $2.18M | Sell |
7,479
-429
| -5% | -$118K | 0.52% | 43 |
|
|
2019
Q4 | $2.37M | Buy |
7,908
+248
| +3% | +$64.9K | 0.49% | 49 |
|
|
2019
Q3 | $1.97M | Buy |
7,660
+825
| +12% | +$199K | 0.43% | 58 |
|
|
2019
Q2 | $1.75M | Buy |
6,835
+507
| +8% | +$122K | 0.41% | 58 |
|
|
2019
Q1 | $1.51M | Buy |
6,328
+852
| +16% | +$217K | 0.37% | 60 |
|
|
2018
Q4 | $1.48M | Buy |
5,476
+63
| +1% | +$16.6K | 0.39% | 57 |
|
|
2018
Q3 | $1.42M | Buy |
5,413
+549
| +11% | +$143K | 0.39% | 60 |
|
|
2018
Q2 | $1.28M | Buy |
4,864
+137
| +3% | +$32.9K | 0.35% | 70 |
|
|
2018
Q1 | $1.19M | Sell |
4,727
-871
| -16% | -$199K | 0.33% | 74 |
|
|
2017
Q4 | $1.27M | Sell |
5,598
-541
| -9% | -$115K | 0.36% | 67 |
|
|
2017
Q3 | $1.3M | Buy |
6,139
+1,057
| +21% | +$204K | 0.4% | 58 |
|
|
2017
Q2 | $990K | Hold |
5,082
| – | – | 0.32% | 75 |
|
|
2017
Q1 | $990K | Sell |
5,082
-300
| -6% | -$49.1K | 0.32% | 75 |
|
|
2016
Q4 | $904K | Sell |
5,382
-85
| -2% | -$12.7K | 0.29% | 85 |
|
|
2016
Q3 | $824K | Sell |
5,467
-301
| -5% | -$42.2K | 0.29% | 85 |
|
|
2016
Q2 | $818K | Buy |
5,768
+3,986
| +224% | +$531K | 0.29% | 90 |
|
|
2016
Q1 | $239K | Buy |
+1,782
| New | +$211K | 0.15% | 161 |
|
Other funds holding UNH
HighPoint Advisor Group's UNH Position: Q2 2026 in Review
HighPoint Advisor Group reduced its UnitedHealth (UNH) stake by 29% in Q2 2026, selling an estimated $1.75M and leaving 11,550 shares worth $4.8M. The position accounts for 0.17% of the portfolio, ranked #116.
HighPoint Advisor Group first reported a position in UNH in Q1 2016 and has held it in 35 quarters since. The position peaked at $18.4M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- HighPoint Advisor Group held 11,550 shares of UnitedHealth worth $4.8M as of Q2 2026.
- HighPoint Advisor Group sold 4,713 UnitedHealth shares in Q2 2026, an estimated $1.75M.
- UnitedHealth made up 0.17% of HighPoint Advisor Group's portfolio in Q2 2026, its #116 holding.
- HighPoint Advisor Group first reported a position in UnitedHealth in Q1 2016 and has held it in 35 quarters since.
- HighPoint Advisor Group's UnitedHealth position peaked at $18.4M in Q3 2024.
- 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.