Vontobel Holding
UNH icon

Vontobel Holding’s UnitedHealth UNH Stock Holding History

Vontobel Holding’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 		$45.2M Sell
108,740
-51,674
-32% -$19.2M 0.14% 144
2026
Q1 		$43.4M Sell
160,414
-16,891
-10% -$5.03M 0.15% 133
2025
Q4 		$58.5M Buy
177,305
+104,517
+144% +$35.4M 0.18% 102
2025
Q3 		$25.1M Buy
72,788
+16,194
+29% +$4.9M 0.08% 178
2025
Q2 		$17.7M Sell
56,594
-40,037
-41% -$15.3M 0.06% 199
2025
Q1 		$50.6M Sell
96,631
-10,927
-10% -$5.59M 0.18% 84
2024
Q4 		$54.4M Sell
107,558
-1,251,300
-92% -$711M 0.19% 82
2024
Q3 		$794M Sell
1,358,858
-388,298
-22% -$220M 2.56% 6
2024
Q2 		$890M Buy
1,747,156
+1,537,464
+733% +$754M 2.89% 6
2024
Q1 		$104M Sell
209,692
-11,141
-5% -$5.66M 0.83% 19
2023
Q4 		$116M Sell
220,833
-43,152
-16% -$23M 0.97% 17
2023
Q3 		$133M Buy
263,985
+13,588
+5% +$6.69M 1.23% 12
2023
Q2 		$120M Buy
250,397
+400
+0.2% +$196K 1.06% 12
2023
Q1 		$118M Buy
249,997
+1,161
+0.5% +$560K 1.1% 13
2022
Q4 		$131M Buy
248,836
+27,105
+12% +$14.4M 1.33% 9
2022
Q3 		$113M Sell
221,731
-11,428
-5% -$6.01M 1.32% 9
2022
Q2 		$120M Sell
233,159
-83
-0% -$41.7K 1.3% 12
2022
Q1 		$121M Buy
233,242
+2,005
+0.9% +$967K 1.05% 19
2021
Q4 		$117M Buy
231,237
+5,705
+3% +$2.58M 0.97% 19
2021
Q3 		$88.1M Buy
225,532
+29,480
+15% +$12.2M 0.78% 23
2021
Q2 		$78M Sell
196,052
-10,873
-5% -$4.34M 0.67% 28
2021
Q1 		$77M Buy
206,925
+4,333
+2% +$1.5M 0.57% 22
2020
Q4 		$65.7M Buy
+202,592
New +$67.9M 0.43% 32

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Vontobel Holding's UNH Position: Q2 2026 in Review

Vontobel Holding reduced its UnitedHealth (UNH) stake by 32% in Q2 2026, selling an estimated $19.2M and leaving 108,740 shares worth $45.2M. The position accounts for 0.14% of the portfolio, ranked #144.

Vontobel Holding first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $890M in Q2 2024. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Vontobel Holding held 108,740 shares of UnitedHealth worth $45.2M as of Q2 2026.
  • Vontobel Holding sold 51,674 UnitedHealth shares in Q2 2026, an estimated $19.2M.
  • UnitedHealth made up 0.14% of Vontobel Holding's portfolio in Q2 2026, its #144 holding.
  • Vontobel Holding first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's UnitedHealth position peaked at $890M in Q2 2024.
  • 1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.