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 Q3	$1.04M	Sell	2,837 -221	-7%	-$89K	0.16%	139
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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

VisionPoint Advisory Group's UNH Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its UnitedHealth (UNH) stake by 7.2% in Q3 2026, selling an estimated $89K and leaving 2,837 shares worth $1.04M. The position accounts for 0.16% of the portfolio, ranked #139.

VisionPoint Advisory Group first reported a position in UNH in Q2 2019 and has held it in 21 quarters since. The position peaked at $1.27M in Q2 2026. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

VisionPoint Advisory Group held 2,837 shares of UnitedHealth worth $1.04M as of Q3 2026.
VisionPoint Advisory Group sold 221 UnitedHealth shares in Q3 2026, an estimated $89K.
UnitedHealth made up 0.16% of VisionPoint Advisory Group's portfolio in Q3 2026, its #139 holding.
VisionPoint Advisory Group first reported a position in UnitedHealth in Q2 2019 and has held it in 21 quarters since.
VisionPoint Advisory Group's UnitedHealth position peaked at $1.27M in Q2 2026.
169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.