Vermillion & White Wealth Management Group’s UnitedHealth UNH Stock Holding History

Vermillion & White Wealth Management Group’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	–	Sell	-217	Closed	-$71.7K	–	493
2025 Q4	$71.7K	Sell	217 -25	-10%	-$8.47K	0.04%	122
2025 Q3	$83.7K	Sell	242 -310	-56%	-$93.8K	0.05%	110
2025 Q2	$172K	Buy	552 +3	+0.5%	+$1.15K	0.11%	61
2025 Q1	$288K	Buy	549 +2	+0.4%	+$1.02K	0.21%	45
2024 Q4	$277K	Buy	547 +150	+38%	+$85.2K	0.2%	53
2024 Q3	$232K	Sell	397 -816	-67%	-$462K	0.17%	57
2024 Q2	$618K	Buy	1,213 +2	+0.2%	+$980	0.47%	36
2024 Q1	$599K	Buy	1,211 +70	+6%	+$35.6K	0.48%	35
2023 Q4	$601K	Buy	+1,141	New	+$609K	0.58%	26

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vermillion & White Wealth Management Group's UNH Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 217 shares — an estimated $71.7K sold.

Vermillion & White Wealth Management Group first reported a position in UNH in Q4 2023 and held it in 9 quarters. The position peaked at $618K in Q2 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 217 UnitedHealth shares in Q1 2026, an estimated $71.7K.
Vermillion & White Wealth Management Group first reported a position in UnitedHealth in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's UnitedHealth position peaked at $618K in Q2 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.