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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

V2 Financial group's UNH Position: Q1 2026 in Review

V2 Financial group increased its UnitedHealth (UNH) stake by 0.98% in Q1 2026, buying an estimated $25.3K and bringing the position to 8,785 shares worth $2.38M. The position accounts for 1.11% of the portfolio, ranked #13.

V2 Financial group first reported a position in UNH in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.88M in Q3 2025. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

V2 Financial group held 8,785 shares of UnitedHealth worth $2.38M as of Q1 2026.
V2 Financial group bought 85 UnitedHealth shares in Q1 2026, an estimated $25.3K.
UnitedHealth made up 1.11% of V2 Financial group's portfolio in Q1 2026, its #13 holding.
V2 Financial group first reported a position in UnitedHealth in Q4 2021 and has held it in 16 quarters since.
V2 Financial group's UnitedHealth position peaked at $2.88M in Q3 2025.
3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.