Vision Capital Management’s UnitedHealth UNH Stock Holding History

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

Other funds holding UNH