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Verus Capital Partners’s UnitedHealth UNH Stock Holding History

Verus Capital 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 		$619K Buy
1,489
+97
+7% +$36K 0.03% 260
2026
Q1 		$377K Buy
1,392
+159
+13% +$47.4K 0.03% 321
2025
Q4 		$407K Buy
1,233
+157
+15% +$53.2K 0.03% 304
2025
Q3 		$371K Sell
1,076
-245
-19% -$74.1K 0.03% 284
2025
Q2 		$412K Buy
1,321
+571
+76% +$218K 0.04% 239
2025
Q1 		$393K Buy
750
+1
+0.1% +$511 0.04% 239
2024
Q4 		$379K Sell
749
-41
-5% -$23.3K 0.04% 242
2024
Q3 		$462K Sell
790
-96
-11% -$54.3K 0.05% 207
2024
Q2 		$451K Buy
886
+69
+8% +$33.8K 0.05% 208
2024
Q1 		$404K Sell
817
-295
-27% -$150K 0.04% 223
2023
Q4 		$585K Sell
1,112
-220
-17% -$117K 0.07% 153
2023
Q3 		$671K Buy
1,332
+289
+28% +$142K 0.09% 128
2023
Q2 		$501K Buy
1,043
+271
+35% +$133K 0.07% 162
2023
Q1 		$365K Sell
772
-94
-11% -$45.4K 0.06% 197
2022
Q4 		$459K Sell
866
-2,162
-71% -$1.15M 0.09% 153
2022
Q3 		$1.53M Buy
3,028
+2,424
+401% +$1.27M 0.29% 52
2022
Q2 		$314K Sell
604
-2,184
-78% -$1.1M 0.06% 216
2022
Q1 		$1.39M Buy
+2,788
New +$1.34M 0.22% 82
2020
Q1 		$277K Sell
1,110
-332
-23% -$91.4K 0.09% 145
2019
Q4 		$424K Buy
+1,442
New +$377K 0.14% 120

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 $3.38T AUM 44.17% 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

Verus Capital Partners's UNH Position: Q2 2026 in Review

Verus Capital Partners increased its UnitedHealth (UNH) stake by 7% in Q2 2026, buying an estimated $36K and bringing the position to 1,489 shares worth $619K. The position accounts for 0.03% of the portfolio, ranked #260.

Verus Capital Partners first reported a position in UNH in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.53M in Q3 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Verus Capital Partners held 1,489 shares of UnitedHealth worth $619K as of Q2 2026.
  • Verus Capital Partners bought 97 UnitedHealth shares in Q2 2026, an estimated $36K.
  • UnitedHealth made up 0.03% of Verus Capital Partners's portfolio in Q2 2026, its #260 holding.
  • Verus Capital Partners first reported a position in UnitedHealth in Q4 2019 and has held it in 20 quarters since.
  • Verus Capital Partners's UnitedHealth position peaked at $1.53M in Q3 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.