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VSM Wealth Advisory’s UnitedHealth UNH Stock Holding History

VSM Wealth Advisory’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 		$69.1K Buy
166
+1
+0.6% +$371 0.02% 193
2026
Q1 		$44.6K Buy
165
+94
+132% +$28K 0.01% 223
2025
Q4 		$23.4K Sell
71
-78
-52% -$26.4K 0.01% 252
2025
Q3 		$51.6K Buy
149
+13
+10% +$3.93K 0.02% 194
2025
Q2 		$42.5K Buy
136
+25
+23% +$9.55K 0.01% 226
2025
Q1 		$58.1K Hold
111
– – 0.02% 182
2024
Q4 		$56.1K Buy
+111
New +$63.1K 0.02% 183

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

VSM Wealth Advisory's UNH Position: Q2 2026 in Review

VSM Wealth Advisory increased its UnitedHealth (UNH) stake by 0.61% in Q2 2026, buying an estimated $371 and bringing the position to 166 shares worth $69.1K. The position accounts for 0.02% of the portfolio, ranked #193.

VSM Wealth Advisory first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 1,670 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • VSM Wealth Advisory held 166 shares of UnitedHealth worth $69.1K as of Q2 2026.
  • VSM Wealth Advisory bought 1 UnitedHealth share in Q2 2026, an estimated $371.
  • UnitedHealth made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #193 holding.
  • VSM Wealth Advisory first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 1,670 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.