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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vontobel Holding's UNH Position: Q1 2026 in Review

Vontobel Holding reduced its UnitedHealth (UNH) stake by 9.5% in Q1 2026, selling an estimated $5.03M and leaving 160,414 shares worth $43.4M. The position accounts for 0.15% of the portfolio, ranked #133.

Vontobel Holding first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $890M in Q2 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Vontobel Holding held 160,414 shares of UnitedHealth worth $43.4M as of Q1 2026.
Vontobel Holding sold 16,891 UnitedHealth shares in Q1 2026, an estimated $5.03M.
UnitedHealth made up 0.15% of Vontobel Holding's portfolio in Q1 2026, its #133 holding.
Vontobel Holding first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
Vontobel Holding's UnitedHealth position peaked at $890M in Q2 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.