Trust Point Inc’s UnitedHealth UNH Stock Holding History

Trust Point Inc’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	$1.3M	Buy	3,555 +597	+20%	+$240K	0.1%	125
2026 Q2	$1.23M	Buy	2,958 +571	+24%	+$212K	0.1%	109
2026 Q1	$646K	Sell	2,387 -444	-16%	-$132K	0.06%	191
2025 Q4	$935K	Buy	2,831 +189	+7%	+$64K	0.07%	129
2025 Q3	$912K	Sell	2,642 -978	-27%	-$296K	0.07%	127
2025 Q2	$1.13M	Buy	3,620 +14	+0.4%	+$5.35K	0.11%	102
2025 Q1	$1.89M	Sell	3,606 -1,599	-31%	-$817K	0.17%	63
2024 Q4	$2.63M	Buy	5,205 +796	+18%	+$452K	0.18%	54
2024 Q3	$2.58M	Buy	4,409 +194	+5%	+$110K	0.19%	50
2024 Q2	$2.15M	Sell	4,215 -68	-2%	-$33.3K	0.17%	61
2024 Q1	$2.12M	Sell	4,283 -236	-5%	-$120K	0.17%	66
2023 Q4	$2.38M	Buy	+4,519	New	+$2.41M	0.2%	53

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Trust Point Inc's UNH Position: Q3 2026 in Review

Trust Point Inc increased its UnitedHealth (UNH) stake by 20% in Q3 2026, buying an estimated $240K and bringing the position to 3,555 shares worth $1.3M. The position accounts for 0.1% of the portfolio, ranked #125.

Trust Point Inc first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.63M in Q4 2024. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Trust Point Inc held 3,555 shares of UnitedHealth worth $1.3M as of Q3 2026.
Trust Point Inc bought 597 UnitedHealth shares in Q3 2026, an estimated $240K.
UnitedHealth made up 0.1% of Trust Point Inc's portfolio in Q3 2026, its #125 holding.
Trust Point Inc first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
Trust Point Inc's UnitedHealth position peaked at $2.63M in Q4 2024.
2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.