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Versor Investments’s UnitedHealth UNH Stock Holding History

Versor Investments’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
-3,094
Closed -$1.02M – 551
2025
Q4 		$1.02M Sell
3,094
-206
-6% -$69.8K 0.16% 134
2025
Q3 		$1.14M Buy
3,300
+2,099
+175% +$635K 0.21% 84
2025
Q2 		$375K Sell
1,201
-201
-14% -$76.8K 0.07% 472
2025
Q1 		$734K Buy
+1,402
New +$717K 0.12% 293
2023
Q2 		– Sell
-2,180
Closed -$1.03M – 847
2023
Q1 		$1.03M Buy
+2,180
New +$1.05M 0.14% 106
2022
Q4 		– Sell
-2,088
Closed -$1.05M – 988
2022
Q3 		$1.05M Sell
2,088
-377
-15% -$198K 0.06% 215
2022
Q2 		$1.27M Sell
2,465
-454
-16% -$228K 0.05% 177
2022
Q1 		$1.49M Buy
2,919
+776
+36% +$374K 0.06% 79
2021
Q4 		$1.08M Sell
2,143
-243
-10% -$110K 0.03% 105
2021
Q3 		$932K Buy
2,386
+840
+54% +$348K 0.03% 123
2021
Q2 		$619K Sell
1,546
-300
-16% -$120K 0.02% 119
2021
Q1 		$687K Buy
+1,846
New +$640K 0.04% 94
2020
Q4 		– Sell
-2,907
Closed -$906K – 275
2020
Q3 		$906K Buy
2,907
+300
+12% +$92.2K 0.08% 86
2020
Q2 		$769K Buy
+2,607
New +$747K 0.08% 44
2019
Q3 		– Sell
-6,871
Closed -$1.68M – 343
2019
Q2 		$1.68M Buy
6,871
+4,900
+249% +$1.18M 0.11% 104
2019
Q1 		$487K Buy
+1,971
New +$503K 0.05% 180

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

Versor Investments's UNH Position: Q1 2026 in Review

Versor Investments sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 3,094 shares — an estimated $1.02M sold.

Versor Investments first reported a position in UNH in Q1 2019 and held it in 16 quarters. The position peaked at $1.68M in Q2 2019. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Versor Investments reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Versor Investments sold 3,094 UnitedHealth shares in Q1 2026, an estimated $1.02M.
  • Versor Investments first reported a position in UnitedHealth in Q1 2019 and held it in 16 quarters.
  • Versor Investments's UnitedHealth position peaked at $1.68M in Q2 2019.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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