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VCM
Vision Capital Management’s
UnitedHealth
UNH
Stock Holding History
Vision 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
2025
Q2
–
Sell
-497
Closed
-$260K
–
148
2025
Q1
$260K
Sell
497
-40
-7%
-$20.4K
0.04%
125
2024
Q4
$272K
Buy
+537
New
+$305K
0.04%
115
2014
Q3
–
Sell
-245,284
Closed
-$20.1M
–
63
2014
Q2
$20.1M
Sell
245,284
-12,165
-5%
-$957K
2.4%
27
2014
Q1
$21.1M
Sell
257,449
-26,120
-9%
-$1.97M
2.57%
17
2013
Q4
$21.4M
Sell
283,569
-20,985
-7%
-$1.51M
2.54%
16
2013
Q3
$21.8M
Buy
304,554
+65,786
+28%
+$4.71M
2.58%
9
2013
Q2
$15.6M
Buy
+238,768
New
+$14.9M
2.51%
13
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30.48%
1-Year Est. Return
State Street
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29.55%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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