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Twelve Points Wealth Management’s UnitedHealth UNH Stock Holding History

Twelve Points Wealth Management’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 		$902K Buy
2,217
+87
+4% +$35K 0.17% 101
2026
Q2 		$885K Sell
2,130
-341
-14% -$126K 0.18% 105
2026
Q1 		$669K Buy
2,471
+200
+9% +$59.6K 0.15% 118
2025
Q4 		$781K Sell
2,271
-905
-28% -$307K 0.18% 108
2025
Q3 		$1.1M Buy
3,176
+213
+7% +$64.4K 0.27% 93
2025
Q2 		$924K Buy
2,963
+1,005
+51% +$384K 0.25% 101
2025
Q1 		$1.03M Buy
1,958
+303
+18% +$155K 0.28% 85
2024
Q4 		$837K Buy
1,655
+407
+33% +$231K 0.24% 96
2024
Q3 		$730K Buy
1,248
+156
+14% +$88.2K 0.23% 98
2024
Q2 		$556K Buy
1,092
+75
+7% +$36.8K 0.2% 110
2024
Q1 		$503K Sell
1,017
-92
-8% -$46.8K 0.18% 113
2023
Q4 		$584K Buy
1,109
+103
+10% +$54.9K 0.28% 97
2023
Q3 		$507K Buy
1,006
+50
+5% +$24.6K 0.25% 107
2023
Q2 		$459K Buy
956
+160
+20% +$78.2K 0.24% 120
2023
Q1 		$376K Buy
796
+19
+2% +$9.17K 0.22% 131
2022
Q4 		$412K Buy
777
+7
+0.9% +$3.71K 0.28% 109
2022
Q3 		$389K Buy
770
+22
+3% +$11.6K 0.3% 112
2022
Q2 		$384K Buy
748
+63
+9% +$31.6K 0.3% 117
2022
Q1 		$349K Buy
685
+26
+4% +$12.5K 0.26% 126
2021
Q4 		$331K Buy
+659
New +$298K 0.27% 125

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Twelve Points Wealth Management's UNH Position: Q3 2026 in Review

Twelve Points Wealth Management increased its UnitedHealth (UNH) stake by 4.1% in Q3 2026, buying an estimated $35K and bringing the position to 2,217 shares worth $902K. The position accounts for 0.17% of the portfolio, ranked #101.

Twelve Points Wealth Management first reported a position in UNH in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.1M in Q3 2025. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Twelve Points Wealth Management held 2,217 shares of UnitedHealth worth $902K as of Q3 2026.
  • Twelve Points Wealth Management bought 87 UnitedHealth shares in Q3 2026, an estimated $35K.
  • UnitedHealth made up 0.17% of Twelve Points Wealth Management's portfolio in Q3 2026, its #101 holding.
  • Twelve Points Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 20 quarters since.
  • Twelve Points Wealth Management's UnitedHealth position peaked at $1.1M in Q3 2025.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Twelve Points Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.