Vident Advisory’s UnitedHealth UNH Stock Holding History

Vident Advisory’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	$41.7M	Buy	154,186 +12,749	+9%	+$3.8M	0.36%	53
2025 Q4	$46.7M	Buy	141,437 +8,119	+6%	+$2.75M	0.43%	52
2025 Q3	$46M	Buy	133,318 +6,473	+5%	+$1.96M	0.44%	47
2025 Q2	$39.6M	Buy	126,845 +37,979	+43%	+$14.5M	0.44%	48
2025 Q1	$46.5M	Buy	88,866 +7,834	+10%	+$4M	0.68%	27
2024 Q4	$41M	Buy	81,032 +68,536	+548%	+$38.9M	0.72%	24
2024 Q3	$7.31M	Sell	12,496 -22,994	-65%	-$13M	0.18%	106
2024 Q2	$18.1M	Sell	35,490 -106,920	-75%	-$52.4M	0.5%	37
2024 Q1	$70.5M	Buy	142,410 +33,581	+31%	+$17.1M	1.47%	1
2023 Q4	$57.3M	Buy	108,829 +7,241	+7%	+$3.86M	1.44%	3
2023 Q3	$51.2M	Buy	+101,588	New	+$50M	1.59%	2

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vident Advisory's UNH Position: Q1 2026 in Review

Vident Advisory increased its UnitedHealth (UNH) stake by 9% in Q1 2026, buying an estimated $3.8M and bringing the position to 154,186 shares worth $41.7M. The position accounts for 0.36% of the portfolio, ranked #53.

Vident Advisory first reported a position in UNH in Q3 2023 and has held it in 11 quarters since. The position peaked at $70.5M in Q1 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Vident Advisory held 154,186 shares of UnitedHealth worth $41.7M as of Q1 2026.
Vident Advisory bought 12,749 UnitedHealth shares in Q1 2026, an estimated $3.8M.
UnitedHealth made up 0.36% of Vident Advisory's portfolio in Q1 2026, its #53 holding.
Vident Advisory first reported a position in UnitedHealth in Q3 2023 and has held it in 11 quarters since.
Vident Advisory's UnitedHealth position peaked at $70.5M in Q1 2024.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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