NPPM
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North Point Portfolio Managers’s UnitedHealth UNH Stock Holding History

North Point Portfolio Managers’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 		$9.17M Sell
22,058
-1,020
-4% -$378K 1.51% 31
2026
Q1 		$6.24M Sell
23,078
-844
-4% -$251K 1.11% 36
2025
Q4 		$7.9M Buy
23,922
+44
+0.2% +$14.9K 1.34% 34
2025
Q3 		$8.25M Sell
23,878
-445
-2% -$135K 1.36% 36
2025
Q2 		$7.59M Sell
24,323
-458
-2% -$175K 1.3% 36
2025
Q1 		$13M Buy
24,781
+7
+0% +$3.58K 2.28% 20
2024
Q4 		$12.5M Sell
24,774
-822
-3% -$467K 2.18% 22
2024
Q3 		$15M Sell
25,596
-245
-0.9% -$139K 2.4% 15
2024
Q2 		$13.2M Sell
25,841
-297
-1% -$146K 2.32% 21
2024
Q1 		$12.9M Sell
26,138
-10,306
-28% -$5.24M 2.19% 24
2023
Q4 		$19.2M Sell
36,444
-430
-1% -$229K 3.5% 6
2023
Q3 		$18.6M Sell
36,874
-254
-0.7% -$125K 3.8% 4
2023
Q2 		$17.8M Sell
37,128
-11,167
-23% -$5.46M 3.53% 7
2023
Q1 		$22.8M Sell
48,295
-127
-0.3% -$61.3K 3.63% 5
2022
Q4 		$25.7M Buy
48,422
+242
+0.5% +$128K 4.31% 2
2022
Q3 		$24.3M Sell
48,180
-610
-1% -$321K 4.54% 2
2022
Q2 		$25.1M Sell
48,790
-754
-2% -$379K 4.39% 2
2022
Q1 		$25.3M Sell
49,544
-47
-0.1% -$22.7K 3.72% 5
2021
Q4 		$24.9M Sell
49,591
-2,013
-4% -$911K 3.26% 8
2021
Q3 		$20.2M Sell
51,604
-1,653
-3% -$685K 2.83% 16
2021
Q2 		$21.3M Sell
53,257
-229
-0.4% -$91.3K 2.94% 13
2021
Q1 		$19.9M Sell
53,486
-669
-1% -$232K 2.88% 12
2020
Q4 		$19M Sell
54,155
-630
-1% -$211K 2.86% 12
2020
Q3 		$17.1M Sell
54,785
-471
-0.9% -$145K 2.91% 11
2020
Q2 		$16.3M Sell
55,256
-2,126
-4% -$609K 2.94% 12
2020
Q1 		$14.3M Sell
57,382
-1,015
-2% -$279K 3.1% 10
2019
Q4 		$17.2M Sell
58,397
-230
-0.4% -$60.2K 2.92% 11
2019
Q3 		$12.7M Buy
58,627
+2,288
+4% +$552K 2.33% 17
2019
Q2 		$13.7M Buy
+56,339
New +$13.6M 2.52% 15

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

North Point Portfolio Managers's UNH Position: Q2 2026 in Review

North Point Portfolio Managers reduced its UnitedHealth (UNH) stake by 4.4% in Q2 2026, selling an estimated $378K and leaving 22,058 shares worth $9.17M. The position accounts for 1.51% of the portfolio, ranked #31.

North Point Portfolio Managers first reported a position in UNH in Q2 2019 and has held it in 29 quarters since. The position peaked at $25.7M in Q4 2022. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • North Point Portfolio Managers held 22,058 shares of UnitedHealth worth $9.17M as of Q2 2026.
  • North Point Portfolio Managers sold 1,020 UnitedHealth shares in Q2 2026, an estimated $378K.
  • UnitedHealth made up 1.51% of North Point Portfolio Managers's portfolio in Q2 2026, its #31 holding.
  • North Point Portfolio Managers first reported a position in UnitedHealth in Q2 2019 and has held it in 29 quarters since.
  • North Point Portfolio Managers's UnitedHealth position peaked at $25.7M in Q4 2022.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on North Point Portfolio Managers's 13F filing for Q2 2026, filed 31 Jul 2026.