VIA
UNH icon

Victrix Investment Advisors’s UnitedHealth UNH Stock Holding History

Victrix Investment Advisors’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 		$9.74M Buy
23,443
+1,875
+9% +$695K 4.08% 7
2026
Q1 		$5.84M Buy
21,568
+3,423
+19% +$1.02M 2.12% 13
2025
Q4 		$5.99M Buy
18,145
+3,681
+25% +$1.25M 2.32% 11
2025
Q3 		$4.99M Buy
14,464
+6,916
+92% +$2.09M 2.74% 9
2025
Q2 		$2.35M Buy
7,548
+1,973
+35% +$754K 1.04% 34
2025
Q1 		$2.82M Buy
5,575
+259
+5% +$132K 1.48% 27
2024
Q4 		$2.69M Buy
+5,316
New +$3.02M 1.94% 20

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

Victrix Investment Advisors's UNH Position: Q2 2026 in Review

Victrix Investment Advisors increased its UnitedHealth (UNH) stake by 8.7% in Q2 2026, buying an estimated $695K and bringing the position to 23,443 shares worth $9.74M. The position accounts for 4.08% of the portfolio, ranked #7.

Victrix Investment Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Victrix Investment Advisors held 23,443 shares of UnitedHealth worth $9.74M as of Q2 2026.
  • Victrix Investment Advisors bought 1,875 UnitedHealth shares in Q2 2026, an estimated $695K.
  • UnitedHealth made up 4.08% of Victrix Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • Victrix Investment Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.