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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
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 $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

Vestmark Advisory Solutions's UNH Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its UnitedHealth (UNH) stake by 36% in Q1 2026, buying an estimated $2.52M and bringing the position to 31,772 shares worth $8.6M. The position accounts for 0.1% of the portfolio, ranked #219.

Vestmark Advisory Solutions first reported a position in UNH in Q1 2019 and has held it in 29 quarters since. The position peaked at $23.2M in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Vestmark Advisory Solutions held 31,772 shares of UnitedHealth worth $8.6M as of Q1 2026.
  • Vestmark Advisory Solutions bought 8,451 UnitedHealth shares in Q1 2026, an estimated $2.52M.
  • UnitedHealth made up 0.1% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #219 holding.
  • Vestmark Advisory Solutions first reported a position in UnitedHealth in Q1 2019 and has held it in 29 quarters since.
  • Vestmark Advisory Solutions's UnitedHealth position peaked at $23.2M in Q4 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.