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 Q3	$275K	Hold	748	–	–	0.07%	146
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Vista Investment Partners's UNH Position: Q3 2026 in Review

Vista Investment Partners held its UnitedHealth (UNH) position steady in Q3 2026 at 748 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #146.

Vista Investment Partners first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.52M in Q4 2023. 461 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Vista Investment Partners held 748 shares of UnitedHealth worth $275K as of Q3 2026.
Vista Investment Partners left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.07% of Vista Investment Partners's portfolio in Q3 2026, its #146 holding.
Vista Investment Partners first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
Vista Investment Partners's UnitedHealth position peaked at $4.52M in Q4 2023.
461 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.