V-Square Quantitative Management’s UnitedHealth UNH Stock Holding History

V-Square Quantitative 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 Q2	$1.35M	Sell	3,243 -103	-3%	-$38.2K	0.13%	135
2026 Q1	$905K	Buy	3,346 +361	+12%	+$108K	0.1%	182
2025 Q4	$985K	Buy	+2,985	New	+$1.01M	0.1%	162
2025 Q3	–	Sell	-5,403	Closed	-$1.69M	–	567
2025 Q2	$1.69M	Sell	5,403 -73	-1%	-$27.9K	0.23%	83
2025 Q1	$2.87M	Sell	5,476 -286	-5%	-$146K	0.42%	41
2024 Q4	$2.91M	Buy	5,762 +416	+8%	+$236K	0.41%	38
2024 Q3	$3.13M	Buy	5,346 +1,264	+31%	+$715K	0.46%	36
2024 Q2	$2.08M	Sell	4,082 -2,543	-38%	-$1.25M	0.34%	46
2024 Q1	$3.28M	Buy	6,625 +3,801	+135%	+$1.93M	0.46%	28
2023 Q4	$1.49M	Buy	2,824 +726	+35%	+$387K	0.26%	48
2023 Q3	$1.06M	Buy	2,098 +273	+15%	+$134K	0.47%	30
2023 Q2	$877K	Buy	+1,825	New	+$892K	0.64%	29

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

V-Square Quantitative Management's UNH Position: Q2 2026 in Review

V-Square Quantitative Management reduced its UnitedHealth (UNH) stake by 3.1% in Q2 2026, selling an estimated $38.2K and leaving 3,243 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #135.

V-Square Quantitative Management first reported a position in UNH in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.28M in Q1 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

V-Square Quantitative Management held 3,243 shares of UnitedHealth worth $1.35M as of Q2 2026.
V-Square Quantitative Management sold 103 UnitedHealth shares in Q2 2026, an estimated $38.2K.
UnitedHealth made up 0.13% of V-Square Quantitative Management's portfolio in Q2 2026, its #135 holding.
V-Square Quantitative Management first reported a position in UnitedHealth in Q2 2023 and has held it in 12 quarters since.
V-Square Quantitative Management's UnitedHealth position peaked at $3.28M in Q1 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.