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Spirepoint Private Client’s UnitedHealth UNH Stock Holding History

Spirepoint Private Client’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 		$860K Sell
2,069
-13
-0.6% -$4.82K 0.07% 146
2026
Q1 		$563K Sell
2,082
-125
-6% -$37.2K 0.05% 175
2025
Q4 		$729K Sell
2,207
-172
-7% -$58.3K 0.07% 141
2025
Q3 		$821K Sell
2,379
-1,218
-34% -$368K 0.09% 132
2025
Q2 		$1.12M Buy
3,597
+4
+0.1% +$1.53K 0.13% 103
2025
Q1 		$1.88M Sell
3,593
-13,388
-79% -$6.84M 0.25% 69
2024
Q4 		$8.59M Buy
16,981
+1,248
+8% +$709K 1.08% 25
2024
Q3 		$9.2M Buy
15,733
+630
+4% +$356K 1.22% 19
2024
Q2 		$7.69M Buy
15,103
+319
+2% +$156K 1.09% 21
2024
Q1 		$7.31M Buy
+14,784
New +$7.52M 1.11% 21

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Spirepoint Private Client's UNH Position: Q2 2026 in Review

Spirepoint Private Client reduced its UnitedHealth (UNH) stake by 0.62% in Q2 2026, selling an estimated $4.82K and leaving 2,069 shares worth $860K. The position accounts for 0.07% of the portfolio, ranked #146.

Spirepoint Private Client first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.2M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Spirepoint Private Client held 2,069 shares of UnitedHealth worth $860K as of Q2 2026.
  • Spirepoint Private Client sold 13 UnitedHealth shares in Q2 2026, an estimated $4.82K.
  • UnitedHealth made up 0.07% of Spirepoint Private Client's portfolio in Q2 2026, its #146 holding.
  • Spirepoint Private Client first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
  • Spirepoint Private Client's UnitedHealth position peaked at $9.2M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.