Valeo Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.7M | Sell |
16,110
-61
| -0.4% | -$22.6K | 0.14% | 73 |
|
|
2026
Q1 | $4.37M | Sell |
16,171
-5,758
| -26% | -$1.71M | 0.1% | 94 |
|
|
2025
Q4 | $7.24M | Sell |
21,929
-624
| -3% | -$211K | 0.16% | 70 |
|
|
2025
Q3 | $7.79M | Buy |
22,553
+2,380
| +12% | +$720K | 0.18% | 63 |
|
|
2025
Q2 | $6.29M | Buy |
20,173
+6,299
| +45% | +$2.41M | 0.15% | 74 |
|
|
2025
Q1 | $7.27M | Sell |
13,874
-105
| -0.8% | -$53.7K | 0.2% | 56 |
|
|
2024
Q4 | $7.07M | Sell |
13,979
-915
| -6% | -$520K | 0.2% | 56 |
|
|
2024
Q3 | $8.71M | Sell |
14,894
-170
| -1% | -$96.2K | 0.25% | 50 |
|
|
2024
Q2 | $7.67M | Buy |
15,064
+1,246
| +9% | +$611K | 0.24% | 51 |
|
|
2024
Q1 | $6.73M | Sell |
13,818
-658
| -5% | -$335K | 0.24% | 55 |
|
|
2023
Q4 | $7.62M | Buy |
14,476
+458
| +3% | +$244K | 0.31% | 43 |
|
|
2023
Q3 | $7.07M | Buy |
14,018
+2,382
| +20% | +$1.17M | 0.32% | 44 |
|
|
2023
Q2 | $5.59M | Sell |
11,636
-1,374
| -11% | -$672K | 0.26% | 54 |
|
|
2023
Q1 | $6.15M | Buy |
13,010
+3,212
| +33% | +$1.55M | 0.3% | 50 |
|
|
2022
Q4 | $5.19M | Buy |
9,798
+1,684
| +21% | +$892K | 0.28% | 50 |
|
|
2022
Q3 | $4.1M | Buy |
8,114
+957
| +13% | +$503K | 0.26% | 56 |
|
|
2022
Q2 | $3.68M | Sell |
7,157
-2,559
| -26% | -$1.29M | 0.23% | 65 |
|
|
2022
Q1 | $4.96M | Buy |
9,716
+2,177
| +29% | +$1.05M | 0.25% | 62 |
|
|
2021
Q4 | $3.79M | Buy |
7,539
+671
| +10% | +$304K | 0.2% | 70 |
|
|
2021
Q3 | $2.68M | Buy |
6,868
+1,020
| +17% | +$422K | 0.15% | 89 |
|
|
2021
Q2 | $2.34M | Buy |
5,848
+418
| +8% | +$167K | 0.14% | 96 |
|
|
2021
Q1 | $2.02M | Buy |
5,430
+299
| +6% | +$104K | 0.09% | 117 |
|
|
2020
Q4 | $1.8M | Sell |
5,131
-64
| -1% | -$21.5K | 0.09% | 111 |
|
|
2020
Q3 | $1.62M | Sell |
5,195
-2,359
| -31% | -$725K | 0.14% | 96 |
|
|
2020
Q2 | $2.23M | Buy |
7,554
+580
| +8% | +$166K | 0.2% | 72 |
|
|
2020
Q1 | $1.84M | Sell |
6,974
-224
| -3% | -$61.6K | 0.2% | 75 |
|
|
2019
Q4 | $2.12M | Buy |
7,198
+1,866
| +35% | +$488K | 0.21% | 80 |
|
|
2019
Q3 | $1.16M | Buy |
5,332
+827
| +18% | +$200K | 0.13% | 109 |
|
|
2019
Q2 | $1.1M | Buy |
4,505
+791
| +21% | +$190K | 0.13% | 122 |
|
|
2019
Q1 | $918K | Sell |
3,714
-122
| -3% | -$31.1K | 0.11% | 131 |
|
|
2018
Q4 | $956K | Sell |
3,836
-287
| -7% | -$75.8K | 0.13% | 113 |
|
|
2018
Q3 | $1.07M | Buy |
4,123
+326
| +9% | +$84.8K | 0.14% | 109 |
|
|
2018
Q2 | $990K | Sell |
3,797
-540
| -12% | -$130K | 0.14% | 112 |
|
|
2018
Q1 | $928K | Buy |
4,337
+1,024
| +31% | +$234K | 0.15% | 105 |
|
|
2017
Q4 | $730K | Buy |
3,313
+1,000
| +43% | +$212K | 0.12% | 121 |
|
|
2017
Q3 | $453K | Buy |
+2,313
| New | +$447K | 0.1% | 134 |
|
Other funds holding UNH
VAM
Valeo Financial Advisors's UNH Position: Q2 2026 in Review
Valeo Financial Advisors reduced its UnitedHealth (UNH) stake by 0.38% in Q2 2026, selling an estimated $22.6K and leaving 16,110 shares worth $6.7M. The position accounts for 0.14% of the portfolio, ranked #73.
Valeo Financial Advisors first reported a position in UNH in Q3 2017 and has held it in 36 quarters since. The position peaked at $8.71M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Valeo Financial Advisors held 16,110 shares of UnitedHealth worth $6.7M as of Q2 2026.
- Valeo Financial Advisors sold 61 UnitedHealth shares in Q2 2026, an estimated $22.6K.
- UnitedHealth made up 0.14% of Valeo Financial Advisors's portfolio in Q2 2026, its #73 holding.
- Valeo Financial Advisors first reported a position in UnitedHealth in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's UnitedHealth position peaked at $8.71M in Q3 2024.
- 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.