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Vista Investment Partners II’s UnitedHealth UNH Stock Holding History

Vista Investment Partners II’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
-497
Closed -$260K – 142
2025
Q1 		$260K Sell
497
-11
-2% -$5.62K 0.14% 107
2024
Q4 		$257K Buy
+508
New +$289K 0.15% 102

Other funds holding UNH

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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 Investment Partners II's UNH Position: Q2 2025 in Review

Vista Investment Partners II sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 497 shares — an estimated $260K sold.

Vista Investment Partners II first reported a position in UNH in Q4 2024 and held it in 2 quarters. The position peaked at $260K in Q1 2025. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Vista Investment Partners II reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Vista Investment Partners II sold 497 UnitedHealth shares in Q2 2025, an estimated $260K.
  • Vista Investment Partners II first reported a position in UnitedHealth in Q4 2024 and held it in 2 quarters.
  • Vista Investment Partners II's UnitedHealth position peaked at $260K in Q1 2025.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Vista Investment Partners II's 13F filing for Q2 2025, filed 7 Aug 2025.