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

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vision Capital Management's UNH Position: Q2 2025 in Review

Vision Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 497 shares — an estimated $260K sold.

Vision Capital Management first reported a position in UNH in Q2 2013 and held it in 7 quarters. The position peaked at $21.8M in Q3 2013. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Vision Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Vision Capital Management sold 497 UnitedHealth shares in Q2 2025, an estimated $260K.
Vision Capital Management first reported a position in UnitedHealth in Q2 2013 and held it in 7 quarters.
Vision Capital Management's UnitedHealth position peaked at $21.8M in Q3 2013.
3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Vision Capital Management's 13F filing for Q2 2025, filed 16 Jul 2025.