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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Trust Point Inc's UNH Position: Q2 2026 in Review

Trust Point Inc increased its UnitedHealth (UNH) stake by 24% in Q2 2026, buying an estimated $212K and bringing the position to 2,958 shares worth $1.23M. The position accounts for 0.1% of the portfolio, ranked #109.

Trust Point Inc first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.63M in Q4 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Trust Point Inc held 2,958 shares of UnitedHealth worth $1.23M as of Q2 2026.
Trust Point Inc bought 571 UnitedHealth shares in Q2 2026, an estimated $212K.
UnitedHealth made up 0.1% of Trust Point Inc's portfolio in Q2 2026, its #109 holding.
Trust Point Inc first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's UnitedHealth position peaked at $2.63M in Q4 2024.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.