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Valeo Financial Advisors’s UnitedHealth UNH Stock Holding History

Valeo Financial Advisors’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
2025
Q4 		– Sell
-800
Closed -$2.23K – 910
2025
Q3 		$2.23K Buy
+800
New +$242K ﹤0.01% 825
2021
Q4 		– Sell
-2,000
Closed -$781K – 645
2021
Q3 		$781K Buy
+2,000
New +$828K 0.04% 220

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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.