Vista Investment Partners’s UnitedHealth UNH Stock Holding History

Vista Investment 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	$311K	Buy	748 +2	+0.3%	+$741	0.08%	142
2026 Q1	$202K	Buy	746 +2	+0.3%	+$596	0.05%	161
2025 Q4	$246K	Sell	744 -5	-0.7%	-$1.69K	0.06%	149
2025 Q3	$259K	Sell	749 -202	-21%	-$61.1K	0.07%	138
2025 Q2	$297K	Sell	951 -311	-25%	-$119K	0.09%	130
2025 Q1	$661K	Buy	1,262 +446	+55%	+$228K	0.2%	95
2024 Q4	$413K	Sell	816 -108	-12%	-$61.4K	0.13%	116
2024 Q3	$540K	Sell	924 -30	-3%	-$17K	0.17%	100
2024 Q2	$486K	Sell	954 -1,215	-56%	-$596K	0.16%	104
2024 Q1	$1.07M	Sell	2,169 -6,418	-75%	-$3.26M	0.37%	74
2023 Q4	$4.52M	Buy	+8,587	New	+$4.58M	1.66%	17

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Vista Investment Partners increased its UnitedHealth (UNH) stake by 0.27% in Q2 2026, buying an estimated $741 and bringing the position to 748 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #142.

Vista Investment Partners first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.52M in Q4 2023. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Vista Investment Partners held 748 shares of UnitedHealth worth $311K as of Q2 2026.
Vista Investment Partners bought 2 UnitedHealth shares in Q2 2026, an estimated $741.
UnitedHealth made up 0.08% of Vista Investment Partners's portfolio in Q2 2026, its #142 holding.
Vista Investment Partners first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's UnitedHealth position peaked at $4.52M in Q4 2023.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.