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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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.