TritonPoint Wealth’s UnitedHealth UNH Stock Holding History

TritonPoint 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 Q1	$2.8M	Buy	10,365 +351	+4%	+$105K	0.3%	79
2025 Q4	$3.31M	Sell	10,014 -2,992	-23%	-$1.01M	0.34%	71
2025 Q3	$4.49M	Sell	13,006 -469	-3%	-$142K	0.39%	69
2025 Q2	$4.2M	Sell	13,475 -640	-5%	-$245K	0.39%	69
2025 Q1	$7.39M	Sell	14,115 -215	-2%	-$110K	0.7%	40
2024 Q4	$7.25M	Sell	14,330 -364	-2%	-$207K	0.66%	39
2024 Q3	$8.55M	Buy	14,694 +1,102	+8%	+$623K	0.78%	32
2024 Q2	$6.92M	Buy	13,592 +1,070	+9%	+$524K	0.67%	42
2024 Q1	$5.98M	Sell	12,522 -862	-6%	-$438K	0.62%	45
2023 Q4	$7.05M	Buy	+13,384	New	+$7.14M	0.69%	36

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TritonPoint Wealth's UNH Position: Q1 2026 in Review

TritonPoint Wealth increased its UnitedHealth (UNH) stake by 3.5% in Q1 2026, buying an estimated $105K and bringing the position to 10,365 shares worth $2.8M. The position accounts for 0.3% of the portfolio, ranked #79.

TritonPoint Wealth first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.55M in Q3 2024. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

TritonPoint Wealth held 10,365 shares of UnitedHealth worth $2.8M as of Q1 2026.
TritonPoint Wealth bought 351 UnitedHealth shares in Q1 2026, an estimated $105K.
UnitedHealth made up 0.3% of TritonPoint Wealth's portfolio in Q1 2026, its #79 holding.
TritonPoint Wealth first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's UnitedHealth position peaked at $8.55M in Q3 2024.
3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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