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Vise Technologies’s UnitedHealth UNH Stock Holding History

Vise Technologies’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 		$7.81M Hold
23,662
– – 0.15% 115
2025
Q4 		$7.81M Buy
23,662
+7,185
+44% +$2.43M 0.15% 115
2025
Q3 		$5.69M Sell
16,477
-6,486
-28% -$1.96M 0.21% 95
2025
Q2 		$7.16M Buy
+22,963
New +$8.78M 0.3% 66
2024
Q4 		$4.87M Buy
9,625
+2,977
+45% +$1.69M 0.41% 43
2024
Q3 		$3.89M Buy
6,648
+2,372
+55% +$1.34M 0.49% 42
2024
Q2 		$2.18M Sell
4,276
-378
-8% -$185K 0.38% 60
2024
Q1 		$2.3M Sell
4,654
-2,332
-33% -$1.19M 0.45% 55
2023
Q4 		$3.68M Buy
6,986
+573
+9% +$306K 0.79% 31
2023
Q3 		$3.23M Buy
6,413
+650
+11% +$320K 0.79% 32
2023
Q2 		$2.77M Buy
5,763
+1,021
+22% +$499K 0.67% 35
2023
Q1 		$2.24M Buy
4,742
+492
+12% +$237K 0.59% 40
2022
Q4 		$2.25M Buy
4,250
+390
+10% +$207K 0.71% 31
2022
Q3 		$1.95M Buy
3,860
+614
+19% +$323K 0.73% 29
2022
Q2 		$1.67M Buy
3,246
+745
+30% +$374K 0.65% 31
2022
Q1 		$1.28M Buy
2,501
+1,839
+278% +$887K 0.48% 61
2021
Q4 		$332K Buy
+662
New +$300K 0.09% 105

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

Vise Technologies's UNH Position: Q1 2026 in Review

Vise Technologies held its UnitedHealth (UNH) position steady in Q1 2026 at 23,662 shares worth $7.81M. The position accounts for 0.15% of the portfolio, ranked #115.

Vise Technologies first reported a position in UNH in Q4 2021 and has held it in 17 quarters since. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Vise Technologies held 23,662 shares of UnitedHealth worth $7.81M as of Q1 2026.
  • Vise Technologies left its UnitedHealth share count unchanged in Q1 2026.
  • UnitedHealth made up 0.15% of Vise Technologies's portfolio in Q1 2026, its #115 holding.
  • Vise Technologies first reported a position in UnitedHealth in Q4 2021 and has held it in 17 quarters since.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.