NPPM
UNH icon

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
Q3 		$7.83M Sell
21,327
-731
-3% -$294K 1.32% 33
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

North Point Portfolio Managers's UNH Position: Q3 2026 in Review

North Point Portfolio Managers reduced its UnitedHealth (UNH) stake by 3.3% in Q3 2026, selling an estimated $294K and leaving 21,327 shares worth $7.83M. The position accounts for 1.32% of the portfolio, ranked #33.

North Point Portfolio Managers first reported a position in UNH in Q2 2019 and has held it in 30 quarters since. The position peaked at $25.7M in Q4 2022. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • North Point Portfolio Managers held 21,327 shares of UnitedHealth worth $7.83M as of Q3 2026.
  • North Point Portfolio Managers sold 731 UnitedHealth shares in Q3 2026, an estimated $294K.
  • UnitedHealth made up 1.32% of North Point Portfolio Managers's portfolio in Q3 2026, its #33 holding.
  • North Point Portfolio Managers first reported a position in UnitedHealth in Q2 2019 and has held it in 30 quarters since.
  • North Point Portfolio Managers's UnitedHealth position peaked at $25.7M in Q4 2022.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.