VFG
UNH icon

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
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 $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

Victory Financial Group's UNH Position: Q1 2026 in Review

Victory Financial Group increased its UnitedHealth (UNH) stake by 23% in Q1 2026, buying an estimated $193K and bringing the position to 3,426 shares worth $927K. The position accounts for 0.11% of the portfolio, ranked #128.

Victory Financial Group first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q2 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Victory Financial Group held 3,426 shares of UnitedHealth worth $927K as of Q1 2026.
  • Victory Financial Group bought 647 UnitedHealth shares in Q1 2026, an estimated $193K.
  • UnitedHealth made up 0.11% of Victory Financial Group's portfolio in Q1 2026, its #128 holding.
  • Victory Financial Group first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Victory Financial Group's UnitedHealth position peaked at $1.38M in Q2 2025.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.