Fort Point Capital Partners LLC

Position in UNH — Unitedhealth Group Inc

CIK 1589282 San Francisco, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$848,716

+$265,054 QoQ

Shares Held

2,042

-5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,938

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Fort Point Capital Partners LLC holds $1,583,358 across 4 Healthcare Plans names. UNH ranks #1 (53.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	2,042	$848,716
2	ELV	Elevance Health, Inc.	717	$277,285
3	CI	Cigna Group	895	$246,733
4	CVS	CVS HEALTH Corp	2,036	$210,624

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$848,716	2,042	-5.3%	Shares	Sole	2026-08-14
2026-03-31	$583,662	2,157	+1.8%	Shares	Sole	2026-05-14
2025-12-31	$699,172	2,118	+30.9%	Shares	Sole	2026-02-13
2025-09-30	$558,695	1,618	+12.5%	Shares	Sole	2025-11-14
2025-06-30	$448,612	1,438	-25.1%	Shares	Sole	2025-08-14
2025-03-31	$1,006,123	1,921	+8.5%	Shares	Sole	2025-05-15
2024-12-31	$895,372	1,770	-0.7%	Shares	Sole	2025-02-11
2024-09-30	$1,042,484	1,783	+11.4%	Shares	Sole	2024-11-14
2024-06-30	$814,816	1,600	-0.4%	Shares	Sole	2024-08-14
2024-03-31	$794,982	1,607	-0.3%	Shares	Sole	2024-05-15
2023-12-31	$848,669	1,612	+1.1%	Shares	Sole	2024-02-09
2023-09-30	$803,678	1,594	-1.2%	Shares	Sole	2023-11-08
2023-06-30	$775,752	1,614	-3.8%	Shares	Sole	2023-08-14
2023-03-31	$792,533	1,677	-6.7%	Shares	Sole	2023-05-11
2022-12-31	$953,263	1,798	-10.4%	Shares	Sole	2023-02-14
2022-09-30	$1,013,615	2,007	+7.7%	Shares	Sole	2022-11-09
2022-06-30	$957,406	1,864	+0.3%	Shares	Sole	2022-08-15
2022-03-31	$948,034	1,859	-5.1%	Shares	Sole	2022-05-13
2021-12-31	$983,190	1,958	-2.1%	Shares	Sole	2022-02-14
2021-09-30	$781,089	1,999	+68.5%	Shares	Sole	2021-11-12
2021-06-30	$474,921	1,186	0.0%	Shares	Sole	2021-07-30
2021-03-31	$441,275	1,186	0.0%	Shares	Sole	2021-05-10
2020-12-31	$415,906	1,186	-1.5%	Shares	Sole	2021-02-09
2020-09-30	$375,371	1,204	-9.1%	Shares	Sole	2020-11-10
2020-06-30	$390,808	1,325	-4.1%	Shares	Sole	2020-08-13
2020-03-31	$344,643	1,382	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.