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 Q3	$3.83M	Sell	10,433 -519	-5%	-$209K	0.38%	62
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

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

TritonPoint Wealth's UNH Position: Q3 2026 in Review

TritonPoint Wealth reduced its UnitedHealth (UNH) stake by 4.7% in Q3 2026, selling an estimated $209K and leaving 10,433 shares worth $3.83M. The position accounts for 0.38% of the portfolio, ranked #62.

TritonPoint Wealth first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.55M in Q3 2024. 1,710 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

TritonPoint Wealth held 10,433 shares of UnitedHealth worth $3.83M as of Q3 2026.
TritonPoint Wealth sold 519 UnitedHealth shares in Q3 2026, an estimated $209K.
UnitedHealth made up 0.38% of TritonPoint Wealth's portfolio in Q3 2026, its #62 holding.
TritonPoint Wealth first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
TritonPoint Wealth's UnitedHealth position peaked at $8.55M in Q3 2024.
1,710 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.