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	$8.98M	Buy	+21,600	New	+$8.01M	0.03%	332
2026 Q1	–	Sell	-54,600	Closed	-$18M	–	1508
2025 Q4	$18M	Sell	54,600 -300	-0.5%	-$102K	0.06%	229
2025 Q3	$19M	Sell	54,900 -10,300	-16%	-$3.12M	0.06%	209
2025 Q2	$20.3M	Buy	+65,200	New	+$24.9M	0.06%	190
2021 Q1	–	Sell	-4,000	Closed	-$1.3M	–	1087
2020 Q4	$1.3M	Buy	+4,000	New	+$1.34M	0.01%	490

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

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. 3,387 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.
3,387 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.