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VisionPoint Advisory Group’s UnitedHealth UNH Stock Holding History

VisionPoint Advisory Group’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 		$1.27M Buy
3,058
+13
+0.4% +$4.82K 0.21% 114
2026
Q1 		$824K Buy
3,045
+26
+0.9% +$7.74K 0.16% 148
2025
Q4 		$997K Sell
3,019
-589
-16% -$200K 0.19% 115
2025
Q3 		$1.25M Buy
3,608
+2,419
+203% +$732K 0.25% 102
2025
Q2 		$371K Buy
1,189
+572
+93% +$219K 0.08% 235
2025
Q1 		$323K Buy
617
+136
+28% +$69.5K 0.11% 162
2024
Q4 		$243K Sell
481
-102
-17% -$58K 0.08% 165
2024
Q3 		$341K Sell
583
-10
-2% -$5.66K 0.12% 133
2024
Q2 		$302K Buy
593
+79
+15% +$38.7K 0.11% 138
2024
Q1 		$254K Sell
514
-52
-9% -$26.4K 0.09% 151
2023
Q4 		$298K Sell
566
-201
-26% -$107K 0.11% 130
2023
Q3 		$387K Buy
767
+185
+32% +$91K 0.17% 104
2023
Q2 		$280K Buy
582
+21
+4% +$10.3K 0.11% 118
2023
Q1 		$273K Buy
561
+18
+3% +$8.69K 0.12% 127
2022
Q4 		$269K Sell
543
-102
-16% -$54K 0.11% 113
2022
Q3 		$326K Buy
645
+39
+6% +$20.5K 0.16% 66
2022
Q2 		$323K Buy
+606
New +$304K 0.13% 78
2020
Q1 		– Sell
-966
Closed -$284K – 146
2019
Q4 		$284K Sell
966
-37
-4% -$9.68K 0.12% 93
2019
Q3 		$220K Buy
1,003
+21
+2% +$5.07K 0.06% 123
2019
Q2 		$240K Buy
+982
New +$236K 0.07% 116

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

VisionPoint Advisory Group's UNH Position: Q2 2026 in Review

VisionPoint Advisory Group increased its UnitedHealth (UNH) stake by 0.43% in Q2 2026, buying an estimated $4.82K and bringing the position to 3,058 shares worth $1.27M. The position accounts for 0.21% of the portfolio, ranked #114.

VisionPoint Advisory Group first reported a position in UNH in Q2 2019 and has held it in 20 quarters since. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • VisionPoint Advisory Group held 3,058 shares of UnitedHealth worth $1.27M as of Q2 2026.
  • VisionPoint Advisory Group bought 13 UnitedHealth shares in Q2 2026, an estimated $4.82K.
  • UnitedHealth made up 0.21% of VisionPoint Advisory Group's portfolio in Q2 2026, its #114 holding.
  • VisionPoint Advisory Group first reported a position in UnitedHealth in Q2 2019 and has held it in 20 quarters since.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.