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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sunpointe's UNH Position: Q1 2026 in Review

Sunpointe reduced its UnitedHealth (UNH) stake by 2.6% in Q1 2026, selling an estimated $20K and leaving 2,486 shares worth $673K. The position accounts for 0.22% of the portfolio, ranked #102.

Sunpointe first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.61M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Sunpointe held 2,486 shares of UnitedHealth worth $673K as of Q1 2026.
  • Sunpointe sold 67 UnitedHealth shares in Q1 2026, an estimated $20K.
  • UnitedHealth made up 0.22% of Sunpointe's portfolio in Q1 2026, its #102 holding.
  • Sunpointe first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
  • Sunpointe's UnitedHealth position peaked at $1.61M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.