TW
UNH icon

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
Q2 		$4.55M Buy
10,952
+587
+6% +$218K 0.45% 55
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
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

TritonPoint Wealth's UNH Position: Q2 2026 in Review

TritonPoint Wealth increased its UnitedHealth (UNH) stake by 5.7% in Q2 2026, buying an estimated $218K and bringing the position to 10,952 shares worth $4.55M. The position accounts for 0.45% of the portfolio, ranked #55.

TritonPoint Wealth first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.55M in Q3 2024. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • TritonPoint Wealth held 10,952 shares of UnitedHealth worth $4.55M as of Q2 2026.
  • TritonPoint Wealth bought 587 UnitedHealth shares in Q2 2026, an estimated $218K.
  • UnitedHealth made up 0.45% of TritonPoint Wealth's portfolio in Q2 2026, its #55 holding.
  • TritonPoint Wealth first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's UnitedHealth position peaked at $8.55M in Q3 2024.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.