Trivium Point Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.35M | Sell |
5,649
-1,938
| -26% | -$718K | 0.21% | 110 |
|
|
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
Trivium Point Advisory's UNH Position: Q2 2026 in Review
Trivium Point Advisory reduced its UnitedHealth (UNH) stake by 26% in Q2 2026, selling an estimated $718K and leaving 5,649 shares worth $2.35M. The position accounts for 0.21% of the portfolio, ranked #110.
Trivium Point Advisory first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.14M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Trivium Point Advisory held 5,649 shares of UnitedHealth worth $2.35M as of Q2 2026.
- Trivium Point Advisory sold 1,938 UnitedHealth shares in Q2 2026, an estimated $718K.
- UnitedHealth made up 0.21% of Trivium Point Advisory's portfolio in Q2 2026, its #110 holding.
- Trivium Point Advisory first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
- Trivium Point Advisory's UnitedHealth position peaked at $8.14M in Q3 2024.
- 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.