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Vista Capital Partners’s UnitedHealth UNH Stock Holding History

Vista Capital Partners’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 		$417K Buy
+1,003
New +$372K 0.04% 108
2025
Q2 		– Sell
-663
Closed -$347K – 133
2025
Q1 		$347K Sell
663
-74
-10% -$37.8K 0.04% 76
2024
Q4 		$373K Buy
737
+119
+19% +$67.6K 0.04% 75
2024
Q3 		$361K Sell
618
-21
-3% -$11.9K 0.04% 71
2024
Q2 		$325K Buy
639
+32
+5% +$15.7K 0.04% 68
2024
Q1 		$300K Sell
607
-21
-3% -$10.7K 0.04% 71
2023
Q4 		$331K Buy
628
+21
+3% +$11.2K 0.04% 62
2023
Q3 		$306K Hold
607
– – 0.05% 59
2023
Q2 		$292K Sell
607
-28
-4% -$13.7K 0.04% 72
2023
Q1 		$300K Buy
635
+28
+5% +$13.5K 0.04% 66
2022
Q4 		$322K Buy
607
+69
+13% +$36.5K 0.05% 56
2022
Q3 		$272K Sell
538
-20
-4% -$10.5K 0.05% 61
2022
Q2 		$287K Sell
558
-2
-0.4% -$1K 0.05% 62
2022
Q1 		$286K Sell
560
-85
-13% -$41K 0.04% 68
2021
Q4 		$324K Buy
+645
New +$292K 0.04% 68

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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

Vista Capital Partners's UNH Position: Q2 2026 in Review

Vista Capital Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 1,003 shares worth $417K. The stake represents 0.04% of the portfolio and ranks #108 among its holdings. This is a return to the name: Vista Capital Partners previously reported a position in UNH as recently as Q1 2025.

Vista Capital Partners first reported a position in UNH in Q4 2021 and has held it in 15 quarters since. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Vista Capital Partners held 1,003 shares of UnitedHealth worth $417K as of Q2 2026.
  • UnitedHealth was a new Vista Capital Partners position in Q2 2026.
  • UnitedHealth made up 0.04% of Vista Capital Partners's portfolio in Q2 2026, its #108 holding.
  • Vista Capital Partners first reported a position in UnitedHealth in Q4 2021 and has held it in 15 quarters since.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.