V2 Financial group’s UnitedHealth UNH Stock Holding History

V2 Financial group’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	$3.51M	Sell	8,444 -341	-4%	-$126K	1.31%	11
2026 Q1	$2.38M	Buy	8,785 +85	+1%	+$25.3K	1.11%	13
2025 Q4	$2.87M	Buy	8,700 +358	+4%	+$121K	1.41%	10
2025 Q3	$2.88M	Sell	8,342 -303	-4%	-$91.6K	1.6%	7
2025 Q2	$2.7M	Buy	8,645 +8,067	+1,396%	+$3.08M	1.63%	6
2025 Q1	$303K	Hold	578	–	–	0.2%	57
2024 Q4	$292K	Hold	578	–	–	0.18%	67
2024 Q3	$338K	Sell	578 -25	-4%	-$14.1K	0.22%	52
2024 Q2	$342K	Sell	603 -23	-4%	-$11.3K	0.23%	50
2024 Q1	$310K	Buy	626 +223	+55%	+$113K	0.21%	48
2023 Q4	$212K	Hold	403	–	–	0.15%	59
2023 Q3	$203K	Buy	+403	New	+$198K	0.15%	56
2023 Q1	–	Sell	-403	Closed	-$214K	–	64
2022 Q4	$214K	Hold	403	–	–	0.17%	59
2022 Q3	$204K	Hold	403	–	–	0.18%	57
2022 Q2	$207K	Hold	403	–	–	0.17%	57
2022 Q1	$206K	Hold	403	–	–	0.16%	61
2021 Q4	$202K	Buy	+403	New	+$182K	0.16%	71

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

V2 Financial group's UNH Position: Q2 2026 in Review

V2 Financial group reduced its UnitedHealth (UNH) stake by 3.9% in Q2 2026, selling an estimated $126K and leaving 8,444 shares worth $3.51M. The position accounts for 1.31% of the portfolio, ranked #11.

V2 Financial group first reported a position in UNH in Q4 2021 and has held it in 17 quarters since. 3,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

V2 Financial group held 8,444 shares of UnitedHealth worth $3.51M as of Q2 2026.
V2 Financial group sold 341 UnitedHealth shares in Q2 2026, an estimated $126K.
UnitedHealth made up 1.31% of V2 Financial group's portfolio in Q2 2026, its #11 holding.
V2 Financial group first reported a position in UnitedHealth in Q4 2021 and has held it in 17 quarters since.
3,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on V2 Financial group's 13F filing for Q2 2026, filed 11 Aug 2026.