SEC 13F Intelligence

Vista Finance, LLC / UNH

Vista Finance, LLC’s Unitedhealth Group Inc Position

Does Vista Finance, LLC own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 3.9K shares worth $2M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2025
Shares
3.9K
% of Portfolio
+1.76%
Quarters Held
13
position exited

Position History UNH

Reported value by quarter
Q1 ’22: $816,000Q1 ’22Q2 ’22: $822,000Q3 ’22: $851,000Q3 ’22Q4 ’22: $903,687Q1 ’23: $1MQ1 ’23Q2 ’23: $1MQ3 ’23: $1MQ3 ’23Q4 ’23: $1MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20253.9K$2M+1.76%
Q4 20243.9K$2M+2.04%
Q3 20244.0K$2M+3.18%
Q2 20244.2K$2M+3.27%
Q1 20244.1K$2M+5.05%
Q4 20231.9K$1M+2.16%
Q3 20232.4K$1M+1.76%
Q2 20232.5K$1M+1.84%
Q1 20232.5K$1M+1.67%
Q4 20221.7K$903,687+1.27%
Q3 20221.7K$851,000+1.03%
Q2 20221.6K$822,000+1.07%
Q1 20221.6K$816,000+1.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vista Finance, LLC’s full portfolio or all institutional holders of UNH.