SEC 13F Intelligence

Beacon Pointe Advisors, LLC / UNH

Beacon Pointe Advisors, LLC’s Unitedhealth Group Inc Position

Does Beacon Pointe Advisors, LLC own Unitedhealth Group Inc (UNH)? Yes122.7K shares worth $33M (+0.18% of its 13F portfolio) as of Q1 2026, up from 82.7K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
122.7K
% of Portfolio
+0.18%
Quarters Held
28
currently held

Position History UNH

Reported value by quarter
Q2 ’19: $362,000Q2 ’19Q3 ’19: $350,000Q4 ’19: $588,000Q1 ’20: $576,000Q2 ’20: $1MQ2 ’20Q3 ’20: $1MQ4 ’20: $2MQ1 ’21: $3MQ2 ’21: $9MQ2 ’21Q3 ’21: $19MQ4 ’21: $19MQ1 ’22: $51MQ2 ’22: $34MQ2 ’22Q3 ’22: $34MQ4 ’22: $40MQ1 ’23: $37MQ2 ’23: $33MQ2 ’23Q3 ’23: $40MQ4 ’23: $40MQ1 ’24: $29MQ2 ’24: $32MQ2 ’24Q3 ’24: $37MQ4 ’24: $30MQ1 ’25: $32MQ2 ’25: $19MQ2 ’25Q3 ’25: $25MQ4 ’25: $27MQ1 ’26: $33Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026122.7K$33M+0.18%
Q4 202582.7K$27M+0.19%
Q3 202571.4K$25M+0.21%
Q2 202560.4K$19M+0.20%
Q1 202560.6K$32M+0.36%
Q4 202459.1K$30M+0.33%
Q3 202463.4K$37M+0.43%
Q2 202463.5K$32M+0.38%
Q1 202458.1K$29M+0.32%
Q4 202376.9K$40M+0.48%
Q3 202379.4K$40M+0.50%
Q2 202369.4K$33M+0.55%
Q1 202377.9K$37M+0.63%
Q4 202275.7K$40M+0.78%
Q3 202266.9K$34M+0.76%
Q2 202266.7K$34M+0.72%
Q1 2022100.3K$51M+0.70%
Q4 202137.6K$19M+0.49%
Q3 202149.8K$19M+0.48%
Q2 202122.3K$9M+0.32%
Q1 20217.1K$3M+0.16%
Q4 20206.3K$2M+0.15%
Q3 20204.5K$1M+0.14%
Q2 20203.7K$1M+0.11%
Q1 20202.3K$576,000+0.09%
Q4 20192.0K$588,000+0.18%
Q3 20191.6K$350,000+0.15%
Q2 20191.5K$362,000+0.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beacon Pointe Advisors, LLC’s full portfolio or all institutional holders of UNH.