Vista Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.35M | Buy |
4,994
+8
| +0.2% | +$2.38K | 0.45% | 67 |
|
|
2025
Q4 | $1.65M | Buy |
4,986
+101
| +2% | +$34.2K | 0.54% | 59 |
|
|
2025
Q3 | $1.69M | Sell |
4,885
-339
| -6% | -$103K | 0.59% | 52 |
|
|
2025
Q2 | $1.63M | Buy |
5,224
+1,168
| +29% | +$446K | 0.6% | 52 |
|
|
2025
Q1 | $2.12M | Sell |
4,056
-143
| -3% | -$73.1K | 0.83% | 34 |
|
|
2024
Q4 | $2.12M | Buy |
4,199
+129
| +3% | +$73.3K | 0.81% | 37 |
|
|
2024
Q3 | $2.38M | Sell |
4,070
-69
| -2% | -$39K | 0.9% | 34 |
|
|
2024
Q2 | $2.11M | Buy |
4,139
+91
| +2% | +$44.6K | 0.85% | 37 |
|
|
2024
Q1 | $2M | Buy |
4,048
+405
| +11% | +$206K | 0.82% | 38 |
|
|
2023
Q4 | $1.92M | Sell |
3,643
-3
| -0.1% | -$1.6K | 0.89% | 34 |
|
|
2023
Q3 | $1.84M | Buy |
3,646
+23
| +0.6% | +$11.3K | 0.97% | 29 |
|
|
2023
Q2 | $1.74M | Buy |
3,623
+246
| +7% | +$120K | 0.88% | 34 |
|
|
2023
Q1 | $1.6M | Sell |
3,377
-6
| -0.2% | -$2.9K | 0.84% | 36 |
|
|
2022
Q4 | $1.79M | Sell |
3,383
-49
| -1% | -$26K | 1.02% | 27 |
|
|
2022
Q3 | $1.73M | Sell |
3,432
-123
| -3% | -$64.7K | 1.07% | 24 |
|
|
2022
Q2 | $1.83M | Sell |
3,555
-130
| -4% | -$65.3K | 1.1% | 24 |
|
|
2022
Q1 | $1.88M | Sell |
3,685
-2
| -0.1% | -$965 | 1.03% | 26 |
|
|
2021
Q4 | $1.85M | Sell |
3,687
-119
| -3% | -$53.9K | 1.01% | 29 |
|
|
2021
Q3 | $1.49M | Buy |
3,806
+16
| +0.4% | +$6.63K | 0.87% | 35 |
|
|
2021
Q2 | $1.52M | Sell |
3,790
-78
| -2% | -$31.1K | 0.9% | 37 |
|
|
2021
Q1 | $1.44M | Sell |
3,868
-3
| -0.1% | -$1.04K | 0.9% | 35 |
|
|
2020
Q4 | $1.36M | Sell |
3,871
-37
| -0.9% | -$12.4K | 0.91% | 37 |
|
|
2020
Q3 | $1.22M | Sell |
3,908
-91
| -2% | -$28K | 0.93% | 37 |
|
|
2020
Q2 | $1.18M | Sell |
3,999
-83
| -2% | -$23.8K | 1.01% | 35 |
|
|
2020
Q1 | $1.02M | Buy |
4,082
+38
| +0.9% | +$10.5K | 1.04% | 34 |
|
|
2019
Q4 | $1.19M | Sell |
4,044
-17
| -0.4% | -$4.45K | 0.89% | 38 |
|
|
2019
Q3 | $882K | Buy |
4,061
+1,161
| +40% | +$280K | 0.73% | 46 |
|
|
2019
Q2 | $708K | Buy |
2,900
+815
| +39% | +$196K | 0.6% | 60 |
|
|
2019
Q1 | $516K | Buy |
2,085
+357
| +21% | +$91K | 0.45% | 81 |
|
|
2018
Q4 | $430K | Buy |
1,728
+24
| +1% | +$6.34K | 0.44% | 81 |
|
|
2018
Q3 | $453K | Sell |
1,704
-25
| -1% | -$6.5K | 0.4% | 86 |
|
|
2018
Q2 | $424K | Buy |
1,729
+125
| +8% | +$30K | 0.41% | 88 |
|
|
2018
Q1 | $343K | Sell |
1,604
-16
| -1% | -$3.65K | 0.36% | 93 |
|
|
2017
Q4 | $357K | Buy |
+1,620
| New | +$343K | 0.37% | 88 |
|
Other funds holding UNH
VCM
VPM
Vista Investment Management's UNH Position: Q1 2026 in Review
Vista Investment Management increased its UnitedHealth (UNH) stake by 0.16% in Q1 2026, buying an estimated $2.38K and bringing the position to 4,994 shares worth $1.35M. The position accounts for 0.45% of the portfolio, ranked #67.
Vista Investment Management first reported a position in UNH in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.38M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Vista Investment Management held 4,994 shares of UnitedHealth worth $1.35M as of Q1 2026.
- Vista Investment Management bought 8 UnitedHealth shares in Q1 2026, an estimated $2.38K.
- UnitedHealth made up 0.45% of Vista Investment Management's portfolio in Q1 2026, its #67 holding.
- Vista Investment Management first reported a position in UnitedHealth in Q4 2017 and has held it in 34 quarters since.
- Vista Investment Management's UnitedHealth position peaked at $2.38M in Q3 2024.
- 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.