VISTA INVESTMENT PARTNERS LLC
Position in UNH — Unitedhealth Group Inc
CIK 2023386
Oklahoma City, OK
Position in UNH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$310,891
+$109,031 QoQ
Shares Held
748
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,679
of 3,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026VISTA INVESTMENT PARTNERS LLC holds $4,517,892 across 2 Healthcare Plans names. UNH ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
40,667 | $4,207,001 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
748 | $310,891 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,891 | 748 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $201,860 | 746 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $245,601 | 744 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $258,629 | 749 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $296,683 | 951 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $660,972 | 1,262 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $412,781 | 816 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $540,244 | 924 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $485,834 | 954 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,073,004 | 2,169 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $4,520,797 | 8,587 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||