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Waypoint Wealth Counsel’s UnitedHealth UNH Stock Holding History

Waypoint Wealth Counsel’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 		$322K Sell
774
-431
-36% -$160K 0.2% 91
2026
Q1 		$326K Sell
1,205
-602
-33% -$179K 0.17% 130
2025
Q4 		$597K Buy
1,807
+59
+3% +$20K 0.22% 88
2025
Q3 		$604K Buy
1,748
+669
+62% +$202K 0.24% 74
2025
Q2 		$337K Sell
1,079
-3
-0.3% -$1.15K 0.17% 96
2025
Q1 		$567K Buy
1,082
+191
+21% +$97.6K 0.36% 48
2024
Q4 		$451K Buy
891
+9
+1% +$5.11K 0.29% 56
2024
Q3 		$516K Buy
882
+139
+19% +$78.6K 0.35% 52
2024
Q2 		$379K Sell
743
-17
-2% -$8.33K 0.29% 53
2024
Q1 		$376K Buy
760
+28
+4% +$14.2K 0.29% 55
2023
Q4 		$385K Buy
732
+23
+3% +$12.3K 0.33% 54
2023
Q3 		$358K Buy
709
+51
+8% +$25.1K 0.34% 51
2023
Q2 		$316K Sell
658
-41
-6% -$20K 0.28% 58
2023
Q1 		$330K Buy
699
+26
+4% +$12.5K 0.26% 60
2022
Q4 		$357K Buy
+673
New +$356K 0.29% 64

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Waypoint Wealth Counsel's UNH Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its UnitedHealth (UNH) stake by 36% in Q2 2026, selling an estimated $160K and leaving 774 shares worth $322K. The position accounts for 0.2% of the portfolio, ranked #91.

Waypoint Wealth Counsel first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $604K in Q3 2025. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Waypoint Wealth Counsel held 774 shares of UnitedHealth worth $322K as of Q2 2026.
  • Waypoint Wealth Counsel sold 431 UnitedHealth shares in Q2 2026, an estimated $160K.
  • UnitedHealth made up 0.2% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #91 holding.
  • Waypoint Wealth Counsel first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Waypoint Wealth Counsel's UnitedHealth position peaked at $604K in Q3 2025.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.