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Vantage Investment Partners’s UnitedHealth UNH Stock Holding History

Vantage Investment Partners’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 		$81.5M Sell
301,247
-7,016
-2% -$2.09M 5.62% 2
2025
Q4 		$102M Sell
308,263
-3,253
-1% -$1.1M 6.79% 2
2025
Q3 		$108M Buy
311,516
+21,820
+8% +$6.6M 7.35% 1
2025
Q2 		$90.4M Buy
289,696
+148,945
+106% +$56.9M 6.58% 1
2025
Q1 		$73.7M Sell
140,751
-5,016
-3% -$2.56M 6.19% 1
2024
Q4 		$73.7M Sell
145,767
-8,363
-5% -$4.75M 6.43% 1
2024
Q3 		$90.1M Buy
154,130
+3,909
+3% +$2.21M 7.57% 1
2024
Q2 		$76.5M Sell
150,221
-1,886
-1% -$924K 6.94% 1
2024
Q1 		$75.2M Buy
152,107
+45,173
+42% +$23M 6.72% 2
2023
Q4 		$56.3M Buy
106,934
+22,610
+27% +$12.1M 5.61% 1
2023
Q3 		$42.5M Buy
84,324
+9,979
+13% +$4.91M 5.57% 2
2023
Q2 		$35.7M Sell
74,345
-1,444
-2% -$706K 4.63% 3
2023
Q1 		$35.7M Buy
75,789
+9,007
+13% +$4.35M 4.88% 2
2022
Q4 		$35.4M Buy
66,782
+165
+0.2% +$87.4K 5.49% 2
2022
Q3 		$33.6M Sell
66,617
-173,469
-72% -$91.2M 5.28% 4
2022
Q2 		$123M Sell
240,086
-3,570
-1% -$1.79M 9.85% 1
2022
Q1 		$124M Sell
243,656
-5,598
-2% -$2.7M 6.2% 4
2021
Q4 		$125M Sell
249,254
-33,460
-12% -$15.1M 6.4% 3
2021
Q3 		$110M Sell
282,714
-64,913
-19% -$26.9M 5.75% 5
2021
Q2 		$139M Sell
347,627
-287,308
-45% -$115M 6.67% 3
2021
Q1 		$236M Sell
634,935
-4,440
-0.7% -$1.54M 11.51% 1
2020
Q4 		$224M Buy
639,375
+138,846
+28% +$46.5M 12.98% 1
2020
Q3 		$156M Sell
500,529
-22,905
-4% -$7.04M 9.78% 2
2020
Q2 		$154M Sell
523,434
-43,621
-8% -$12.5M 11.65% 2
2020
Q1 		$141M Buy
567,055
+153,467
+37% +$42.2M 12.27% 2
2019
Q4 		$122M Buy
413,588
+14,520
+4% +$3.8M 9.97% 2
2019
Q3 		$86.7M Buy
399,068
+218,729
+121% +$52.8M 9.01% 2
2019
Q2 		$44M Buy
+180,339
New +$43.4M 5.03% 4

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vantage Investment Partners's UNH Position: Q1 2026 in Review

Vantage Investment Partners reduced its UnitedHealth (UNH) stake by 2.3% in Q1 2026, selling an estimated $2.09M and leaving 301,247 shares worth $81.5M. The position accounts for 5.62% of the portfolio, ranked #2.

Vantage Investment Partners first reported a position in UNH in Q2 2019 and has held it in 28 quarters since. The position peaked at $236M in Q1 2021. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Vantage Investment Partners held 301,247 shares of UnitedHealth worth $81.5M as of Q1 2026.
  • Vantage Investment Partners sold 7,016 UnitedHealth shares in Q1 2026, an estimated $2.09M.
  • UnitedHealth made up 5.62% of Vantage Investment Partners's portfolio in Q1 2026, its #2 holding.
  • Vantage Investment Partners first reported a position in UnitedHealth in Q2 2019 and has held it in 28 quarters since.
  • Vantage Investment Partners's UnitedHealth position peaked at $236M in Q1 2021.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Vantage Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.