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UNH icon

VeraBank’s UnitedHealth UNH Stock Holding History

VeraBank’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 		$357K Sell
1,320
-222
-14% -$66.1K 0.07% 137
2025
Q4 		$509K Sell
1,542
-51
-3% -$17.3K 0.09% 121
2025
Q3 		$550K Sell
1,593
-123
-7% -$37.2K 0.1% 118
2025
Q2 		$535K Buy
1,716
+419
+32% +$160K 0.11% 120
2025
Q1 		$679K Buy
1,297
+6
+0.5% +$3.07K 0.19% 82
2024
Q4 		$653K Sell
1,291
-8
-0.6% -$4.54K 0.18% 82
2024
Q3 		$760K Sell
1,299
-13
-1% -$7.35K 0.22% 80
2024
Q2 		$668K Sell
1,312
-76
-5% -$37.3K 0.21% 84
2024
Q1 		$687K Sell
1,388
-15
-1% -$7.63K 0.21% 83
2023
Q4 		$739K Buy
1,403
+75
+6% +$40K 0.25% 76
2023
Q3 		$670K Hold
1,328
– – 0.26% 77
2023
Q2 		$638K Buy
1,328
+11
+0.8% +$5.38K 0.25% 79
2023
Q1 		$622K Sell
1,317
-231
-15% -$111K 0.29% 75
2022
Q4 		$821K Buy
1,548
+6
+0.4% +$3.18K 0.41% 56
2022
Q3 		$779K Hold
1,542
– – 0.49% 53
2022
Q2 		$792K Buy
1,542
+269
+21% +$135K 0.46% 55
2022
Q1 		$649K Sell
1,273
-21
-2% -$10.1K 0.34% 68
2021
Q4 		$650K Buy
1,294
+229
+22% +$104K 0.33% 68
2021
Q3 		$416K Buy
1,065
+260
+32% +$108K 0.24% 89
2021
Q2 		$322K Buy
805
+145
+22% +$57.8K 0.19% 94
2021
Q1 		$246K Hold
660
– – 0.16% 101
2020
Q4 		$232K Sell
660
-331
-33% -$111K 0.16% 96
2020
Q3 		$309K Hold
991
– – 0.24% 85
2020
Q2 		$292K Sell
991
-100
-9% -$28.7K 0.24% 89
2020
Q1 		$272K Hold
1,091
– – 0.26% 78
2019
Q4 		$320K Hold
1,091
– – 0.26% 78
2019
Q3 		$237K Hold
1,091
– – 0.21% 82
2019
Q2 		$266K Hold
1,091
– – 0.25% 77
2019
Q1 		$270K Sell
1,091
-35
-3% -$8.93K 0.26% 78
2018
Q4 		$280K Buy
+1,126
New +$297K 0.3% 75

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

VeraBank's UNH Position: Q1 2026 in Review

VeraBank reduced its UnitedHealth (UNH) stake by 14% in Q1 2026, selling an estimated $66.1K and leaving 1,320 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #137.

VeraBank first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $821K in Q4 2022. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • VeraBank held 1,320 shares of UnitedHealth worth $357K as of Q1 2026.
  • VeraBank sold 222 UnitedHealth shares in Q1 2026, an estimated $66.1K.
  • UnitedHealth made up 0.07% of VeraBank's portfolio in Q1 2026, its #137 holding.
  • VeraBank first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • VeraBank's UnitedHealth position peaked at $821K in Q4 2022.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on VeraBank's 13F filing for Q1 2026, filed 12 May 2026.