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Violich Capital Management’s UnitedHealth UNH Stock Holding History

Violich Capital Management’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
Q3 		$13.3M Buy
36,134
+4,880
+16% +$1.96M 1.43% 18
2026
Q2 		$13M Buy
31,254
+250
+0.8% +$92.7K 1.41% 17
2026
Q1 		$8.39M Buy
31,004
+692
+2% +$206K 0.98% 22
2025
Q4 		$10M Buy
30,312
+512
+2% +$174K 1.12% 20
2025
Q3 		$10.3M Buy
29,800
+200
+0.7% +$60.5K 1.22% 20
2025
Q2 		$9.23M Sell
29,600
-5,990
-17% -$2.29M 1.3% 20
2025
Q1 		$18.6M Sell
35,590
-165
-0.5% -$84.3K 2.51% 10
2024
Q4 		$18.1M Sell
35,755
-1,670
-4% -$949K 2.35% 10
2024
Q3 		$21.9M Buy
37,425
+310
+0.8% +$175K 2.84% 10
2024
Q2 		$18.9M Buy
37,115
+1,275
+4% +$625K 2.55% 10
2024
Q1 		$17.7M Buy
35,840
+1,990
+6% +$1.01M 2.54% 10
2023
Q4 		$17.8M Sell
33,850
-45
-0.1% -$24K 2.89% 8
2023
Q3 		$17.1M Sell
33,895
-1,845
-5% -$908K 2.92% 8
2023
Q2 		$17.2M Sell
35,740
-25
-0.1% -$12.2K 2.77% 9
2023
Q1 		$16.9M Hold
35,765
– – 2.88% 10
2022
Q4 		$19M Sell
35,765
-140
-0.4% -$74.2K 3.37% 9
2022
Q3 		$18.1M Sell
35,905
-15
-0% -$7.89K 3.42% 8
2022
Q2 		$18.4M Sell
35,920
-45
-0.1% -$22.6K 3.23% 9
2022
Q1 		$18.3M Sell
35,965
-170
-0.5% -$82K 2.71% 10
2021
Q4 		$18.1M Buy
36,135
+10
+0% +$4.53K 2.61% 10
2021
Q3 		$14.1M Buy
36,125
+800
+2% +$331K 2.27% 12
2021
Q2 		$14.1M Sell
35,325
-830
-2% -$331K 2.37% 11
2021
Q1 		$13.5M Buy
36,155
+830
+2% +$288K 2.43% 11
2020
Q4 		$12.4M Buy
35,325
+215
+0.6% +$72.1K 2.39% 13
2020
Q3 		$10.9M Buy
35,110
+130
+0.4% +$39.9K 2.31% 14
2020
Q2 		$10.3M Buy
34,980
+335
+1% +$96K 2.26% 14
2020
Q1 		$8.64M Buy
34,645
+35
+0.1% +$9.6K 2.31% 13
2019
Q4 		$10.2M Buy
34,610
+915
+3% +$239K 2.22% 14
2019
Q3 		$7.32M Buy
33,695
+9,530
+39% +$2.3M 1.76% 20
2019
Q2 		$5.9M Buy
24,165
+22,365
+1,243% +$5.38M 1.45% 22
2019
Q1 		$445K Buy
+1,800
New +$459K 0.11% 79

Other funds holding UNH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Violich Capital Management's UNH Position: Q3 2026 in Review

Violich Capital Management increased its UnitedHealth (UNH) stake by 16% in Q3 2026, buying an estimated $1.96M and bringing the position to 36,134 shares worth $13.3M. The position accounts for 1.43% of the portfolio, ranked #18.

Violich Capital Management first reported a position in UNH in Q1 2019 and has held it in 31 quarters since. The position peaked at $21.9M in Q3 2024. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Violich Capital Management held 36,134 shares of UnitedHealth worth $13.3M as of Q3 2026.
  • Violich Capital Management bought 4,880 UnitedHealth shares in Q3 2026, an estimated $1.96M.
  • UnitedHealth made up 1.43% of Violich Capital Management's portfolio in Q3 2026, its #18 holding.
  • Violich Capital Management first reported a position in UnitedHealth in Q1 2019 and has held it in 31 quarters since.
  • Violich Capital Management's UnitedHealth position peaked at $21.9M in Q3 2024.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Violich Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.