Pointe Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $372K | Sell |
1,375
-41
| -3% | -$12.2K | 0.18% | 110 |
|
|
2025
Q4 | $467K | Buy |
1,416
+55
| +4% | +$18.6K | 0.23% | 94 |
|
|
2025
Q3 | $470K | Sell |
1,361
-92
| -6% | -$27.8K | 0.23% | 97 |
|
|
2025
Q2 | $453K | Sell |
1,453
-14
| -1% | -$5.35K | 0.24% | 98 |
|
|
2025
Q1 | $768K | Sell |
1,467
-106
| -7% | -$54.2K | 0.45% | 59 |
|
|
2024
Q4 | $796K | Buy |
1,573
+11
| +0.7% | +$6.25K | 0.46% | 57 |
|
|
2024
Q3 | $913K | Buy |
1,562
+89
| +6% | +$50.3K | 0.53% | 49 |
|
|
2024
Q2 | $750K | Buy |
1,473
+16
| +1% | +$7.84K | 0.47% | 54 |
|
|
2024
Q1 | $721K | Sell |
1,457
-81
| -5% | -$41.2K | 0.44% | 60 |
|
|
2023
Q4 | $810K | Sell |
1,538
-218
| -12% | -$116K | 0.56% | 44 |
|
|
2023
Q3 | $885K | Buy |
1,756
+6
| +0.3% | +$2.95K | 0.65% | 34 |
|
|
2023
Q2 | $841K | Buy |
1,750
+15
| +0.9% | +$7.33K | 0.64% | 36 |
|
|
2023
Q1 | $820K | Sell |
1,735
-112
| -6% | -$54K | 0.59% | 35 |
|
|
2022
Q4 | $979K | Sell |
1,847
-48
| -3% | -$25.4K | 0.75% | 26 |
|
|
2022
Q3 | $957K | Buy |
1,895
+13
| +0.7% | +$6.84K | 0.76% | 27 |
|
|
2022
Q2 | $967K | Hold |
1,882
| – | – | 0.72% | 30 |
|
|
2022
Q1 | $960K | Buy |
1,882
+25
| +1% | +$12.1K | 0.61% | 37 |
|
|
2021
Q4 | $932K | Hold |
1,857
| – | – | 0.57% | 38 |
|
|
2021
Q3 | $726K | Buy |
1,857
+20
| +1% | +$8.28K | 0.5% | 54 |
|
|
2021
Q2 | $736K | Buy |
1,837
+33
| +2% | +$13.2K | 0.52% | 51 |
|
|
2021
Q1 | $671K | Buy |
1,804
+25
| +1% | +$8.66K | 0.48% | 52 |
|
|
2020
Q4 | $624K | Sell |
1,779
-208
| -10% | -$69.7K | 0.53% | 50 |
|
|
2020
Q3 | $619K | Buy |
1,987
+32
| +2% | +$9.83K | 0.54% | 51 |
|
|
2020
Q2 | $577K | Sell |
1,955
-42
| -2% | -$12K | 0.52% | 51 |
|
|
2020
Q1 | $498K | Sell |
1,997
-66
| -3% | -$18.2K | 0.48% | 50 |
|
|
2019
Q4 | $606K | Hold |
2,063
| – | – | 0.51% | 55 |
|
|
2019
Q3 | $448K | Sell |
2,063
-14
| -0.7% | -$3.38K | 0.38% | 79 |
|
|
2019
Q2 | $505K | Buy |
2,077
+6
| +0.3% | +$1.44K | 0.42% | 67 |
|
|
2019
Q1 | $512K | Sell |
2,071
-12
| -0.6% | -$3.06K | 0.43% | 69 |
|
|
2018
Q4 | $519K | Sell |
2,083
-33
| -2% | -$8.72K | 0.5% | 57 |
|
|
2018
Q3 | $563K | Buy |
2,116
+188
| +10% | +$48.9K | 0.44% | 65 |
|
|
2018
Q2 | $473K | Sell |
1,928
-111
| -5% | -$26.7K | 0.41% | 71 |
|
|
2018
Q1 | $436K | Buy |
2,039
+17
| +0.8% | +$3.88K | 0.38% | 81 |
|
|
2017
Q4 | $446K | Sell |
2,022
-115
| -5% | -$24.4K | 0.36% | 84 |
|
|
2017
Q3 | $419K | Buy |
2,137
+22
| +1% | +$4.25K | 0.31% | 93 |
|
|
2017
Q2 | $392K | Buy |
+2,115
| New | +$371K | 0.28% | 102 |
|
|
2017
Q1 | – | Sell |
-5,950
| Closed | -$952K | – | 226 |
|
|
2016
Q4 | $952K | Buy |
+5,950
| New | +$889K | 0.54% | 43 |
|
|
2015
Q3 | – | Sell |
-1,910
| Closed | -$233K | – | 173 |
|
|
2015
Q2 | $233K | Buy |
1,910
+115
| +6% | +$13.6K | 0.1% | 153 |
|
|
2015
Q1 | $212K | Buy |
+1,795
| New | +$199K | 0.1% | 156 |
|
Other funds holding UNH
VCM
VPM
Pointe Capital Management's UNH Position: Q1 2026 in Review
Pointe Capital Management reduced its UnitedHealth (UNH) stake by 2.9% in Q1 2026, selling an estimated $12.2K and leaving 1,375 shares worth $372K. The position accounts for 0.18% of the portfolio, ranked #110.
Pointe Capital Management first reported a position in UNH in Q1 2015 and has held it in 39 quarters since. The position peaked at $979K in Q4 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Pointe Capital Management held 1,375 shares of UnitedHealth worth $372K as of Q1 2026.
- Pointe Capital Management sold 41 UnitedHealth shares in Q1 2026, an estimated $12.2K.
- UnitedHealth made up 0.18% of Pointe Capital Management's portfolio in Q1 2026, its #110 holding.
- Pointe Capital Management first reported a position in UnitedHealth in Q1 2015 and has held it in 39 quarters since.
- Pointe Capital Management's UnitedHealth position peaked at $979K in Q4 2022.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.