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VISTA INVESTMENT MANAGEMENT: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VISTA INVESTMENT MANAGEMENT on UNH, newest first. How the timeline and the estimate are built.

VISTA INVESTMENT MANAGEMENT held 4,952 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,952 shares
    Change vs previous 13F -42 shares

    0.62% of the 13F portfolio, value $2,058,010.

    13F-HR 0001740140-26-000003 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,994 shares
    Change vs previous 13F +8 shares

    0.45% of the 13F portfolio, value $1,351,196.

    13F-HR 0001740140-26-000002 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,986 shares
    Change vs previous 13F +101 shares

    0.54% of the 13F portfolio, value $1,646,087.

    13F-HR 0001740140-26-000001 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,885 shares
    Change vs previous 13F -339 shares

    0.59% of the 13F portfolio, value $1,686,945.

    13F-HR 0001740140-25-000007 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,224 shares
    Change vs previous 13F +1,168 shares

    0.6% of the 13F portfolio, value $1,629,861.

    13F-HR 0001740140-25-000005 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,056 shares
    Change vs previous 13F -143 shares

    0.83% of the 13F portfolio, value $2,124,175.

    13F-HR 0001740140-25-000004 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,199 shares
    Change vs previous 13F +129 shares

    0.81% of the 13F portfolio, value $2,123,946.

    13F-HR 0001740140-25-000001 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,070 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,379,528.

    13F-HR 0001740140-24-000006 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).