S
UNH icon

Sunpointe’s UnitedHealth UNH Stock Holding History

Sunpointe’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 		$1.1M Buy
2,658
+172
+7% +$63.8K 0.31% 70
2026
Q1 		$673K Sell
2,486
-67
-3% -$20K 0.22% 102
2025
Q4 		$843K Sell
2,553
-15
-0.6% -$5.08K 0.28% 75
2025
Q3 		$887K Sell
2,568
-254
-9% -$76.8K 0.32% 67
2025
Q2 		$880K Sell
2,822
-91
-3% -$34.8K 0.35% 65
2025
Q1 		$1.53M Sell
2,913
-17
-0.6% -$8.69K 0.81% 32
2024
Q4 		$1.48M Buy
2,930
+179
+7% +$102K 0.74% 38
2024
Q3 		$1.61M Sell
2,751
-10
-0.4% -$5.66K 1.32% 11
2024
Q2 		$1.41M Buy
2,761
+98
+4% +$48K 0.91% 21
2024
Q1 		$1.32M Buy
2,663
+110
+4% +$55.9K 1.46% 13
2023
Q4 		$1.34M Buy
+2,553
New +$1.36M 1.71% 12

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

Sunpointe's UNH Position: Q2 2026 in Review

Sunpointe increased its UnitedHealth (UNH) stake by 6.9% in Q2 2026, buying an estimated $63.8K and bringing the position to 2,658 shares worth $1.1M. The position accounts for 0.31% of the portfolio, ranked #70.

Sunpointe first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.61M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sunpointe held 2,658 shares of UnitedHealth worth $1.1M as of Q2 2026.
  • Sunpointe bought 172 UnitedHealth shares in Q2 2026, an estimated $63.8K.
  • UnitedHealth made up 0.31% of Sunpointe's portfolio in Q2 2026, its #70 holding.
  • Sunpointe first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Sunpointe's UnitedHealth position peaked at $1.61M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.