Voisard Asset Management Group’s UnitedHealth UNH Stock Holding History

Voisard Asset Management Group’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	$233K	Buy	+561	New	+$208K	0.04%	101
2026 Q1	–	Sell	-1,080	Closed	-$357K	–	109
2025 Q4	$357K	Buy	1,080 +33	+3%	+$11.2K	0.08%	74
2025 Q3	$362K	Sell	1,047 -116	-10%	-$35.1K	0.08%	68
2025 Q2	$363K	Buy	1,163 +359	+45%	+$137K	0.09%	68
2025 Q1	$421K	Buy	804 +3	+0.4%	+$1.53K	0.12%	55
2024 Q4	$405K	Buy	801 +3	+0.4%	+$1.71K	0.14%	55
2024 Q3	$467K	Buy	798 +67	+9%	+$37.9K	0.19%	49
2024 Q2	$372K	Buy	731 +170	+30%	+$83.3K	0.18%	37
2024 Q1	$278K	Sell	561 -100	-15%	-$50.8K	0.16%	41
2023 Q4	$348K	Buy	+661	New	+$353K	0.21%	35

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Voisard Asset Management Group's UNH Position: Q2 2026 in Review

Voisard Asset Management Group opened a new position in UnitedHealth (UNH) in Q2 2026: 561 shares worth $233K. The stake represents 0.04% of the portfolio and ranks #101 among its holdings. This is a return to the name: Voisard Asset Management Group previously reported a position in UNH as recently as Q4 2025.

Voisard Asset Management Group first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $467K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Voisard Asset Management Group held 561 shares of UnitedHealth worth $233K as of Q2 2026.
UnitedHealth was a new Voisard Asset Management Group position in Q2 2026.
UnitedHealth made up 0.04% of Voisard Asset Management Group's portfolio in Q2 2026, its #101 holding.
Voisard Asset Management Group first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Voisard Asset Management Group's UnitedHealth position peaked at $467K in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.