VVP
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Venture Visionary Partners’s UnitedHealth UNH Stock Holding History

Venture Visionary 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
Q2 		$3.85M Sell
9,255
-436
-4% -$162K 0.11% 175
2026
Q1 		$2.62M Sell
9,691
-1,469
-13% -$437K 0.09% 189
2025
Q4 		$3.79M Buy
11,160
+550
+5% +$186K 0.12% 154
2025
Q3 		$3.66M Sell
10,610
-7,686
-42% -$2.32M 0.13% 152
2025
Q2 		$5.71M Buy
18,296
+2,967
+19% +$1.13M 0.21% 112
2025
Q1 		$8.03M Sell
15,329
-2,455
-14% -$1.26M 0.34% 80
2024
Q4 		$9M Sell
17,784
-122
-0.7% -$69.3K 0.38% 69
2024
Q3 		$10.5M Sell
17,906
-789
-4% -$446K 0.45% 60
2024
Q2 		$9.52M Buy
18,695
+748
+4% +$367K 0.44% 61
2024
Q1 		$8.88M Sell
17,947
-2,301
-11% -$1.17M 0.42% 60
2023
Q4 		$10.7M Buy
20,248
+221
+1% +$118K 0.56% 44
2023
Q3 		$10.1M Buy
20,027
+123
+0.6% +$60.5K 0.61% 36
2023
Q2 		$9.57M Buy
19,904
+1,464
+8% +$716K 0.56% 40
2023
Q1 		$8.72M Buy
18,440
+1,301
+8% +$628K 0.55% 45
2022
Q4 		$9.09M Buy
17,139
+2,778
+19% +$1.47M 0.66% 34
2022
Q3 		$7.25M Buy
14,361
+74
+0.5% +$38.9K 0.59% 42
2022
Q2 		$7.34M Buy
14,287
+500
+4% +$251K 0.56% 44
2022
Q1 		$7.03M Buy
13,787
+1,469
+12% +$709K 0.47% 55
2021
Q4 		$6.19M Buy
12,318
+439
+4% +$199K 0.4% 61
2021
Q3 		$4.64M Buy
11,879
+1,168
+11% +$484K 0.33% 73
2021
Q2 		$4.29M Sell
10,711
-1,042
-9% -$415K 0.34% 71
2021
Q1 		$4.37M Buy
11,753
+2,404
+26% +$833K 0.37% 63
2020
Q4 		$3.28M Buy
9,349
+5,299
+131% +$1.78M 0.36% 59
2020
Q3 		$1.29M Buy
4,050
+711
+21% +$218K 0.31% 52
2020
Q2 		$984K Sell
3,339
-12
-0.4% -$3.44K 0.29% 51
2020
Q1 		$835K Buy
3,351
+185
+6% +$50.9K 0.31% 49
2019
Q4 		$930K Buy
+3,166
New +$828K 0.28% 55

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Venture Visionary Partners's UNH Position: Q2 2026 in Review

Venture Visionary Partners reduced its UnitedHealth (UNH) stake by 4.5% in Q2 2026, selling an estimated $162K and leaving 9,255 shares worth $3.85M. The position accounts for 0.11% of the portfolio, ranked #175.

Venture Visionary Partners first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.7M in Q4 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Venture Visionary Partners held 9,255 shares of UnitedHealth worth $3.85M as of Q2 2026.
  • Venture Visionary Partners sold 436 UnitedHealth shares in Q2 2026, an estimated $162K.
  • UnitedHealth made up 0.11% of Venture Visionary Partners's portfolio in Q2 2026, its #175 holding.
  • Venture Visionary Partners first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Venture Visionary Partners's UnitedHealth position peaked at $10.7M in Q4 2023.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.