VF
UNH icon

Vest Financial’s UnitedHealth UNH Stock Holding History

Vest Financial’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 		$16.9M Sell
40,625
-24
-0.1% -$8.9K 0.18% 143
2026
Q1 		$11M Buy
40,649
+12,161
+43% +$3.62M 0.13% 148
2025
Q4 		$9.4M Buy
28,488
+7,279
+34% +$2.47M 0.12% 145
2025
Q3 		$7.32M Buy
21,209
+4,191
+25% +$1.27M 0.1% 149
2025
Q2 		$5.31M Buy
17,018
+4,799
+39% +$1.83M 0.08% 150
2025
Q1 		$6.4M Buy
12,219
+5,176
+73% +$2.65M 0.1% 144
2024
Q4 		$3.56M Buy
7,043
+1,204
+21% +$684K 0.06% 123
2024
Q3 		$3.41M Buy
5,839
+3,667
+169% +$2.07M 0.07% 120
2024
Q2 		$1.11M Buy
2,172
+19
+0.9% +$9.31K 0.03% 166
2024
Q1 		$1.06M Buy
+2,153
New +$1.09M 0.03% 127
2023
Q1 		– Sell
-724
Closed -$384K – 128
2022
Q4 		$384K Buy
+724
New +$384K 0.06% 86

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial's UNH Position: Q2 2026 in Review

Vest Financial reduced its UnitedHealth (UNH) stake by 0.06% in Q2 2026, selling an estimated $8.9K and leaving 40,625 shares worth $16.9M. The position accounts for 0.18% of the portfolio, ranked #143.

Vest Financial first reported a position in UNH in Q4 2022 and has held it in 11 quarters since. 1,540 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Vest Financial held 40,625 shares of UnitedHealth worth $16.9M as of Q2 2026.
  • Vest Financial sold 24 UnitedHealth shares in Q2 2026, an estimated $8.9K.
  • UnitedHealth made up 0.18% of Vest Financial's portfolio in Q2 2026, its #143 holding.
  • Vest Financial first reported a position in UnitedHealth in Q4 2022 and has held it in 11 quarters since.
  • 1,540 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.