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Vermillion Wealth Management’s UnitedHealth UNH Stock Holding History

Vermillion Wealth 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
-13,000
Closed -$3.52M – 2413
2026
Q1 		$3.52M Buy
13,000
+9,000
+225% +$2.68M 1.38% 12
2025
Q4 		$1.32M Buy
+4,000
New +$1.36M 0.54% 26

Other funds holding UNH

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vermillion Wealth Management's UNH Position: Q2 2026 in Review

Vermillion Wealth Management reduced its UnitedHealth (UNH) stake by 7.4% in Q2 2026, selling an estimated $2.22K and leaving 75 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #752.

Vermillion Wealth Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $99.1K in Q3 2025. 538 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Vermillion Wealth Management held 75 shares of UnitedHealth worth $31.3K as of Q2 2026.
  • Vermillion Wealth Management sold 6 UnitedHealth shares in Q2 2026, an estimated $2.22K.
  • UnitedHealth made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #752 holding.
  • Vermillion Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's UnitedHealth position peaked at $99.1K in Q3 2025.
  • 538 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.