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Victory Financial Group’s UnitedHealth UNH Stock Holding History

Victory Financial Group’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 		$997K Sell
2,399
-1,027
-30% -$381K 0.1% 136
2026
Q1 		$927K Buy
3,426
+647
+23% +$193K 0.11% 128
2025
Q4 		$917K Sell
2,779
-135
-5% -$45.8K 0.12% 121
2025
Q3 		$1.01M Sell
2,914
-1,498
-34% -$453K 0.14% 94
2025
Q2 		$1.38M Buy
4,412
+3,021
+217% +$1.15M 0.22% 59
2025
Q1 		$765K Buy
1,391
+547
+65% +$280K 0.15% 76
2024
Q4 		$427K Buy
+844
New +$480K 0.11% 90

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 $3.37T AUM 44.26% 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

Victory Financial Group's UNH Position: Q2 2026 in Review

Victory Financial Group reduced its UnitedHealth (UNH) stake by 30% in Q2 2026, selling an estimated $381K and leaving 2,399 shares worth $997K. The position accounts for 0.1% of the portfolio, ranked #136.

Victory Financial Group first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q2 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Victory Financial Group held 2,399 shares of UnitedHealth worth $997K as of Q2 2026.
  • Victory Financial Group sold 1,027 UnitedHealth shares in Q2 2026, an estimated $381K.
  • UnitedHealth made up 0.1% of Victory Financial Group's portfolio in Q2 2026, its #136 holding.
  • Victory Financial Group first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Victory Financial Group's UnitedHealth position peaked at $1.38M in Q2 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.