VFM
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Vision Financial Markets’s UnitedHealth UNH Stock Holding History

Vision Financial Markets’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 		$41.6K Hold
100
– – 0.04% 149
2026
Q1 		$27.1K Buy
+100
New +$29.8K 0.03% 153
2025
Q4 		– Sell
-17,900
Closed -$6.18M – 435
2025
Q3 		$6.18M Buy
17,900
+12,200
+214% +$3.69M 5.28% 5
2025
Q2 		$1.78M Buy
+5,700
New +$2.18M 1.68% 14

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Vision Financial Markets's UNH Position: Q2 2026 in Review

Vision Financial Markets held its UnitedHealth (UNH) position steady in Q2 2026 at 100 shares worth $41.6K. The position accounts for 0.04% of the portfolio, ranked #149.

Vision Financial Markets first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.18M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Vision Financial Markets held 100 shares of UnitedHealth worth $41.6K as of Q2 2026.
  • Vision Financial Markets left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.04% of Vision Financial Markets's portfolio in Q2 2026, its #149 holding.
  • Vision Financial Markets first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • Vision Financial Markets's UnitedHealth position peaked at $6.18M in Q3 2025.
  • 1,315 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.