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Vestmark Advisory Solutions’s UnitedHealth UNH Stock Holding History

Vestmark Advisory Solutions’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 		$19.2M Buy
46,297
+14,525
+46% +$5.38M 0.18% 117
2026
Q1 		$8.6M Buy
31,772
+8,451
+36% +$2.52M 0.1% 219
2025
Q4 		$7.7M Buy
23,321
+9,813
+73% +$3.33M 0.1% 204
2025
Q3 		$4.66M Sell
13,508
-595
-4% -$180K 0.09% 229
2025
Q2 		$4.4M Buy
14,103
+1,942
+16% +$742K 0.06% 234
2025
Q1 		$6.37M Buy
12,161
+4,877
+67% +$2.49M 0.16% 164
2024
Q4 		$3.68M Buy
7,284
+1,764
+32% +$1M 0.13% 169
2024
Q3 		$3.23M Buy
5,520
+654
+13% +$370K 0.12% 182
2024
Q2 		$2.48M Sell
4,866
-66
-1% -$32.3K 0.1% 211
2024
Q1 		$2.44M Sell
4,932
-5,928
-55% -$3.01M 0.11% 222
2023
Q4 		$5.72M Sell
10,860
-868
-7% -$463K 0.29% 76
2023
Q3 		$5.91M Sell
11,728
-34,514
-75% -$17M 0.43% 45
2023
Q2 		$22.2M Buy
46,242
+1,102
+2% +$539K 0.85% 17
2023
Q1 		$21.3M Buy
45,140
+1,385
+3% +$668K 0.92% 12
2022
Q4 		$23.2M Sell
43,755
-950
-2% -$503K 1.13% 7
2022
Q3 		$22.6M Sell
44,705
-399
-0.9% -$210K 1.26% 7
2022
Q2 		$23.2M Buy
45,104
+4,796
+12% +$2.41M 1.32% 7
2022
Q1 		$20.6M Buy
40,308
+5,109
+15% +$2.46M 1.16% 9
2021
Q4 		$17.7M Buy
35,199
+1,630
+5% +$738K 1% 14
2021
Q3 		$13.1M Buy
33,569
+1,189
+4% +$492K 0.89% 17
2021
Q2 		$13M Buy
32,380
+389
+1% +$155K 0.92% 16
2021
Q1 		$11.9M Buy
31,991
+1,002
+3% +$347K 1.06% 14
2020
Q4 		$10.9M Buy
30,989
+1,651
+6% +$553K 1.22% 12
2020
Q3 		$9.15M Buy
29,338
+2,028
+7% +$623K 1.23% 8
2020
Q2 		$8.05M Buy
27,310
+367
+1% +$105K 1.25% 8
2020
Q1 		$6.72M Sell
26,943
-431
-2% -$119K 1.31% 7
2019
Q4 		$8.05M Sell
27,374
-43
-0.2% -$11.3K 1.65% 7
2019
Q3 		$5.96M Sell
27,417
-186
-0.7% -$44.9K 0.97% 12
2019
Q2 		$6.74M Buy
27,603
+1,789
+7% +$430K 1.15% 8
2019
Q1 		$6.38M Buy
+25,814
New +$6.58M 1.14% 8

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

Vestmark Advisory Solutions's UNH Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its UnitedHealth (UNH) stake by 46% in Q2 2026, buying an estimated $5.38M and bringing the position to 46,297 shares worth $19.2M. The position accounts for 0.18% of the portfolio, ranked #117.

Vestmark Advisory Solutions first reported a position in UNH in Q1 2019 and has held it in 30 quarters since. The position peaked at $23.2M in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Vestmark Advisory Solutions held 46,297 shares of UnitedHealth worth $19.2M as of Q2 2026.
  • Vestmark Advisory Solutions bought 14,525 UnitedHealth shares in Q2 2026, an estimated $5.38M.
  • UnitedHealth made up 0.18% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #117 holding.
  • Vestmark Advisory Solutions first reported a position in UnitedHealth in Q1 2019 and has held it in 30 quarters since.
  • Vestmark Advisory Solutions's UnitedHealth position peaked at $23.2M in Q4 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.