VIM
UNH icon

VELA Investment Management’s UnitedHealth UNH Stock Holding History

VELA Investment Management’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 		– Sell
-8,000
Closed -$2.16M – 188
2026
Q1 		$2.16M Hold
8,000
– – 0.5% 66
2025
Q4 		$2.64M Buy
8,000
+6,000
+300% +$2.03M 0.62% 54
2025
Q3 		$691K Buy
2,000
+1,000
+100% +$302K 0.17% 131
2025
Q2 		$312K Buy
+1,000
New +$382K 0.08% 153

Other funds holding UNH

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

VELA Investment Management's UNH Position: Q2 2026 in Review

VELA Investment Management sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 11 shares — an estimated $2.98K sold.

VELA Investment Management first reported a position in UNH in Q2 2025 and held it in 4 quarters. The position peaked at $2.98K in Q1 2026. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • VELA Investment Management reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • VELA Investment Management sold 11 UnitedHealth shares in Q2 2026, an estimated $2.98K.
  • VELA Investment Management first reported a position in UnitedHealth in Q2 2025 and held it in 4 quarters.
  • VELA Investment Management's UnitedHealth position peaked at $2.98K in Q1 2026.
  • 1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.