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Landing Point Financial Group’s UnitedHealth UNH Stock Holding History

Landing Point Financial Group’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 		$528K Sell
1,952
-45
-2% -$13.4K 0.26% 47
2025
Q4 		$659K Buy
1,997
+67
+3% +$22.7K 0.33% 42
2025
Q3 		$666K Buy
1,930
+48
+3% +$14.5K 0.35% 38
2025
Q2 		$587K Sell
1,882
-111
-6% -$42.4K 0.37% 36
2025
Q1 		$1.04M Sell
1,993
-33
-2% -$16.9K 0.79% 17
2024
Q4 		$1.07M Buy
+2,026
New +$1.15M 0.82% 16

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

Landing Point Financial Group's UNH Position: Q1 2026 in Review

Landing Point Financial Group reduced its UnitedHealth (UNH) stake by 2.3% in Q1 2026, selling an estimated $13.4K and leaving 1,952 shares worth $528K. The position accounts for 0.26% of the portfolio, ranked #47.

Landing Point Financial Group first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07M in Q4 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Landing Point Financial Group held 1,952 shares of UnitedHealth worth $528K as of Q1 2026.
  • Landing Point Financial Group sold 45 UnitedHealth shares in Q1 2026, an estimated $13.4K.
  • UnitedHealth made up 0.26% of Landing Point Financial Group's portfolio in Q1 2026, its #47 holding.
  • Landing Point Financial Group first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Landing Point Financial Group's UnitedHealth position peaked at $1.07M in Q4 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Landing Point Financial Group's 13F filing for Q1 2026, filed 5 May 2026.