TW
UNH icon

Towerpoint Wealth’s UnitedHealth UNH Stock Holding History

Towerpoint Wealth’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 		$366K Buy
+881
New +$327K 0.13% 80
2025
Q4 		– Sell
-622
Closed -$215K – 94
2025
Q3 		$215K Sell
622
-56
-8% -$16.9K 0.09% 86
2025
Q2 		$212K Sell
678
-35
-5% -$13.4K 0.09% 88
2025
Q1 		$373K Sell
713
-132
-16% -$67.5K 0.19% 60
2024
Q4 		$427K Sell
845
-60
-7% -$34.1K 0.21% 53
2024
Q3 		$529K Hold
905
– – 0.25% 51
2024
Q2 		$461K Sell
905
-6
-0.7% -$2.94K 0.23% 53
2024
Q1 		$451K Buy
911
+28
+3% +$14.2K 0.23% 53
2023
Q4 		$465K Sell
883
-1
-0.1% -$533 0.25% 52
2023
Q3 		$446K Sell
884
-4
-0.5% -$1.97K 0.26% 55
2023
Q2 		$427K Buy
888
+28
+3% +$13.7K 0.24% 56
2023
Q1 		$406K Sell
860
-299
-26% -$144K 0.23% 61
2022
Q4 		$614K Buy
1,159
+24
+2% +$12.7K 0.35% 46
2022
Q3 		$573K Hold
1,135
– – 0.35% 46
2022
Q2 		$583K Sell
1,135
-17
-1% -$8.54K 0.35% 50
2022
Q1 		$587K Buy
1,152
+13
+1% +$6.27K 0.29% 50
2021
Q4 		$572K Hold
1,139
– – 0.27% 46
2021
Q3 		$445K Sell
1,139
-50
-4% -$20.7K 0.22% 50
2021
Q2 		$476K Buy
1,189
+47
+4% +$18.7K 0.24% 48
2021
Q1 		$425K Sell
1,142
-98
-8% -$34K 0.2% 52
2020
Q4 		$435K Buy
1,240
+4
+0.3% +$1.34K 0.22% 46
2020
Q3 		$385K Buy
1,236
+89
+8% +$27.3K 0.21% 43
2020
Q2 		$338K Buy
+1,147
New +$329K 0.21% 47

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

Towerpoint Wealth's UNH Position: Q2 2026 in Review

Towerpoint Wealth opened a new position in UnitedHealth (UNH) in Q2 2026: 881 shares worth $366K. The stake represents 0.13% of the portfolio and ranks #80 among its holdings. This is a return to the name: Towerpoint Wealth previously reported a position in UNH as recently as Q3 2025.

Towerpoint Wealth first reported a position in UNH in Q2 2020 and has held it in 23 quarters since. The position peaked at $614K in Q4 2022. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Towerpoint Wealth held 881 shares of UnitedHealth worth $366K as of Q2 2026.
  • UnitedHealth was a new Towerpoint Wealth position in Q2 2026.
  • UnitedHealth made up 0.13% of Towerpoint Wealth's portfolio in Q2 2026, its #80 holding.
  • Towerpoint Wealth first reported a position in UnitedHealth in Q2 2020 and has held it in 23 quarters since.
  • Towerpoint Wealth's UnitedHealth position peaked at $614K in Q4 2022.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.