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Visionary Wealth Advisors’s UnitedHealth UNH Stock Holding History

Visionary Wealth Advisors’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
Q1 		$2.39M Sell
8,844
-207
-2% -$61.6K 0.11% 180
2025
Q4 		$2.99M Buy
9,051
+75
+0.8% +$25.4K 0.13% 158
2025
Q3 		$3.1M Buy
8,976
+866
+11% +$262K 0.14% 150
2025
Q2 		$2.53M Buy
8,110
+7,042
+659% +$2.69M 0.13% 168
2025
Q1 		$559K Sell
1,068
-86
-7% -$44K 0.03% 329
2024
Q4 		$584K Sell
1,154
-20
-2% -$11.4K 0.03% 330
2024
Q3 		$686K Buy
1,174
+53
+5% +$30K 0.04% 304
2024
Q2 		$571K Sell
1,121
-21
-2% -$10.3K 0.04% 307
2024
Q1 		$565K Sell
1,142
-90
-7% -$45.8K 0.04% 307
2023
Q4 		$649K Buy
1,232
+38
+3% +$20.3K 0.05% 272
2023
Q3 		$602K Sell
1,194
-83
-6% -$40.8K 0.05% 271
2023
Q2 		$614K Sell
1,277
-30
-2% -$14.7K 0.05% 263
2023
Q1 		$618K Sell
1,307
-83
-6% -$40.1K 0.05% 252
2022
Q4 		$737K Buy
1,390
+118
+9% +$62.5K 0.07% 200
2022
Q3 		$643K Sell
1,272
-85
-6% -$44.7K 0.07% 195
2022
Q2 		$697K Sell
1,357
-319
-19% -$160K 0.06% 202
2022
Q1 		$855K Buy
1,676
+42
+3% +$20.3K 0.07% 188
2021
Q4 		$820K Buy
1,634
+365
+29% +$165K 0.07% 179
2021
Q3 		$496K Sell
1,269
-189
-13% -$78.3K 0.05% 187
2021
Q2 		$584K Buy
1,458
+38
+3% +$15.2K 0.06% 189
2021
Q1 		$528K Buy
1,420
+30
+2% +$10.4K 0.06% 193
2020
Q4 		$488K Buy
1,390
+150
+12% +$50.3K 0.05% 186
2020
Q3 		$387K Buy
1,240
+416
+50% +$128K 0.05% 176
2020
Q2 		$243K Buy
+824
New +$236K 0.04% 199
2020
Q1 		– Sell
-888
Closed -$261K – 226
2019
Q4 		$261K Buy
+888
New +$232K 0.05% 179

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Visionary Wealth Advisors's UNH Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its UnitedHealth (UNH) stake by 2.3% in Q1 2026, selling an estimated $61.6K and leaving 8,844 shares worth $2.39M. The position accounts for 0.11% of the portfolio, ranked #180.

Visionary Wealth Advisors first reported a position in UNH in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.1M in Q3 2025. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Visionary Wealth Advisors held 8,844 shares of UnitedHealth worth $2.39M as of Q1 2026.
  • Visionary Wealth Advisors sold 207 UnitedHealth shares in Q1 2026, an estimated $61.6K.
  • UnitedHealth made up 0.11% of Visionary Wealth Advisors's portfolio in Q1 2026, its #180 holding.
  • Visionary Wealth Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 25 quarters since.
  • Visionary Wealth Advisors's UnitedHealth position peaked at $3.1M in Q3 2025.
  • 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.