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 Q2	$64.4M	Buy	154,986 +800	+0.5%	+$297K	0.46%	39
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vident Advisory's UNH Position: Q2 2026 in Review

Vident Advisory increased its UnitedHealth (UNH) stake by 0.52% in Q2 2026, buying an estimated $297K and bringing the position to 154,986 shares worth $64.4M. The position accounts for 0.46% of the portfolio, ranked #39.

Vident Advisory first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $70.5M in Q1 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Vident Advisory held 154,986 shares of UnitedHealth worth $64.4M as of Q2 2026.
Vident Advisory bought 800 UnitedHealth shares in Q2 2026, an estimated $297K.
UnitedHealth made up 0.46% of Vident Advisory's portfolio in Q2 2026, its #39 holding.
Vident Advisory first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
Vident Advisory's UnitedHealth position peaked at $70.5M in Q1 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.