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Vista Finance’s UnitedHealth UNH Stock Holding History

Vista Finance’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
2025
Q2 		– Sell
-3,874
Closed -$2.03M – 59
2025
Q1 		$2.03M Sell
3,874
-53
-1% -$27.1K 1.76% 13
2024
Q4 		$1.99M Sell
3,927
-92
-2% -$52.3K 2.04% 12
2024
Q3 		$2.35M Sell
4,019
-170
-4% -$96.2K 3.18% 10
2024
Q2 		$2.13M Buy
4,189
+93
+2% +$45.6K 3.27% 10
2024
Q1 		$2.03M Buy
4,096
+2,165
+112% +$1.1M 5.05% 8
2023
Q4 		$1.02M Sell
1,931
-470
-20% -$251K 2.16% 14
2023
Q3 		$1.21M Sell
2,401
-55
-2% -$27.1K 1.76% 14
2023
Q2 		$1.18M Sell
2,456
-32
-1% -$15.6K 1.84% 12
2023
Q1 		$1.18M Buy
2,488
+784
+46% +$378K 1.67% 12
2022
Q4 		$904K Buy
1,704
+20
+1% +$10.6K 1.27% 14
2022
Q3 		$851K Buy
1,684
+83
+5% +$43.6K 1.03% 17
2022
Q2 		$822K Hold
1,601
– – 1.07% 20
2022
Q1 		$816K Buy
+1,601
New +$772K 1.21% 19

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vista Finance's UNH Position: Q2 2025 in Review

Vista Finance sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 3,874 shares — an estimated $2.03M sold.

Vista Finance first reported a position in UNH in Q1 2022 and held it in 13 quarters. The position peaked at $2.35M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Vista Finance reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Vista Finance sold 3,874 UnitedHealth shares in Q2 2025, an estimated $2.03M.
  • Vista Finance first reported a position in UnitedHealth in Q1 2022 and held it in 13 quarters.
  • Vista Finance's UnitedHealth position peaked at $2.35M in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Vista Finance's 13F filing for Q2 2025, filed 29 Jul 2025.