Vantus Wealth’s UnitedHealth UNH Stock Holding History

Vantus Wealth’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	$741K	Buy	+1,782	New	+$660K	0.4%	73
2025 Q4	$445K	Buy	+1,347	New	+$456K	0.33%	97

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

Vantus Wealth's UNH Position: Q2 2026 in Review

Vantus Wealth opened a new position in UnitedHealth (UNH) in Q2 2026: 1,782 shares worth $741K. The stake represents 0.4% of the portfolio and ranks #73 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in UNH as recently as Q4 2025.

Vantus Wealth first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Vantus Wealth held 1,782 shares of UnitedHealth worth $741K as of Q2 2026.
UnitedHealth was a new Vantus Wealth position in Q2 2026.
UnitedHealth made up 0.4% of Vantus Wealth's portfolio in Q2 2026, its #73 holding.
Vantus Wealth first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.