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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
Q2 		$17.2M Buy
41,380
+17,718
+75% +$6.57M 0.19% 99
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 $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

Vise Technologies's UNH Position: Q2 2026 in Review

Vise Technologies increased its UnitedHealth (UNH) stake by 75% in Q2 2026, buying an estimated $6.57M and bringing the position to 41,380 shares worth $17.2M. The position accounts for 0.19% of the portfolio, ranked #99.

Vise Technologies first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Vise Technologies held 41,380 shares of UnitedHealth worth $17.2M as of Q2 2026.
  • Vise Technologies bought 17,718 UnitedHealth shares in Q2 2026, an estimated $6.57M.
  • UnitedHealth made up 0.19% of Vise Technologies's portfolio in Q2 2026, its #99 holding.
  • Vise Technologies first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.