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 		$1.25M Buy
+3,000
New +$1.11M ﹤0.01% 755
2026
Q1 		– Sell
-6,500
Closed -$2.15M – 1509
2025
Q4 		$2.15M Buy
+6,500
New +$2.2M 0.01% 561
2025
Q3 		– Sell
-500
Closed -$156K – 1435
2025
Q2 		$156K Buy
+500
New +$191K ﹤0.01% 1196

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
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.