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Trivium Point Advisory’s UnitedHealth UNH Stock Holding History

Trivium Point Advisory’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 		$2.05M Sell
7,587
-641
-8% -$191K 0.37% 71
2025
Q4 		$2.72M Sell
8,228
-1,195
-13% -$405K 0.27% 92
2025
Q3 		$3.25M Sell
9,423
-2,770
-23% -$838K 0.33% 78
2025
Q2 		$3.8M Sell
12,193
-2,870
-19% -$1.1M 0.41% 60
2025
Q1 		$7.89M Sell
15,063
-840
-5% -$429K 0.98% 20
2024
Q4 		$8.04M Buy
15,903
+2,475
+18% +$1.41M 1.02% 16
2024
Q3 		$8.14M Sell
13,428
-598
-4% -$338K 1.13% 13
2024
Q2 		$7.14M Buy
14,026
+696
+5% +$341K 1.06% 17
2024
Q1 		$6.59M Buy
13,330
+593
+5% +$301K 1.42% 14
2023
Q4 		$6.71M Buy
12,737
+125
+1% +$66.7K 1.63% 11
2023
Q3 		$6.43M Buy
12,612
+40
+0.3% +$19.7K 1.77% 9
2023
Q2 		$6.04M Buy
12,572
+43
+0.3% +$21K 1.64% 9
2023
Q1 		$5.92M Buy
12,529
+341
+3% +$165K 1.6% 12
2022
Q4 		$5.97M Buy
12,188
+420
+4% +$222K 1.74% 7
2022
Q3 		$6.11M Buy
11,768
+88
+0.8% +$46.3K 1.89% 8
2022
Q2 		$6.01M Sell
11,680
-1,159
-9% -$582K 1.8% 8
2022
Q1 		$6.83M Buy
12,839
+420
+3% +$203K 1.52% 10
2021
Q4 		$6.24M Buy
12,419
+92
+0.7% +$41.6K 1.31% 13
2021
Q3 		$4.99M Buy
12,327
+163
+1% +$67.5K 1.18% 18
2021
Q2 		$4.87M Buy
12,164
+386
+3% +$154K 1.21% 13
2021
Q1 		$4.38M Buy
11,778
+352
+3% +$122K 1.19% 13
2020
Q4 		$4.17M Sell
11,426
-379
-3% -$127K 1.2% 13
2020
Q3 		$3.68M Buy
11,805
+227
+2% +$69.7K 1.3% 12
2020
Q2 		$3.51M Buy
11,578
+196
+2% +$56.2K 1.39% 11
2020
Q1 		$3.05M Sell
11,382
-727
-6% -$200K 1.57% 9
2019
Q4 		$3.56M Sell
12,109
-52
-0.4% -$13.6K 1.38% 9
2019
Q3 		$2.7M Buy
12,161
+333
+3% +$80.3K 1.24% 10
2019
Q2 		$2.89M Buy
11,828
+683
+6% +$164K 1.29% 10
2019
Q1 		$2.76M Buy
11,145
+554
+5% +$141K 1.29% 11
2018
Q4 		$2.64M Buy
+10,591
New +$2.8M 1.6% 6

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

Trivium Point Advisory's UNH Position: Q1 2026 in Review

Trivium Point Advisory reduced its UnitedHealth (UNH) stake by 7.8% in Q1 2026, selling an estimated $191K and leaving 7,587 shares worth $2.05M. The position accounts for 0.37% of the portfolio, ranked #71.

Trivium Point Advisory first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.14M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Trivium Point Advisory held 7,587 shares of UnitedHealth worth $2.05M as of Q1 2026.
  • Trivium Point Advisory sold 641 UnitedHealth shares in Q1 2026, an estimated $191K.
  • UnitedHealth made up 0.37% of Trivium Point Advisory's portfolio in Q1 2026, its #71 holding.
  • Trivium Point Advisory first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Trivium Point Advisory's UnitedHealth position peaked at $8.14M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.