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 Q3	$1.28M	Buy	3,487 +244	+8%	+$98.2K	0.12%	148
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

V-Square Quantitative Management's UNH Position: Q3 2026 in Review

V-Square Quantitative Management increased its UnitedHealth (UNH) stake by 7.5% in Q3 2026, buying an estimated $98.2K and bringing the position to 3,487 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #148.

V-Square Quantitative Management first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.28M in Q1 2024. 620 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

V-Square Quantitative Management held 3,487 shares of UnitedHealth worth $1.28M as of Q3 2026.
V-Square Quantitative Management bought 244 UnitedHealth shares in Q3 2026, an estimated $98.2K.
UnitedHealth made up 0.12% of V-Square Quantitative Management's portfolio in Q3 2026, its #148 holding.
V-Square Quantitative Management first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
V-Square Quantitative Management's UnitedHealth position peaked at $3.28M in Q1 2024.
620 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.