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Asset Dedication LLC’s UnitedHealth UNH Stock Holding History

Asset Dedication LLC’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 		$2.59M Sell
6,239
-459
-7% -$170K 0.16% 94
2026
Q1 		$1.81M Sell
6,698
-1,572
-19% -$468K 0.13% 109
2025
Q4 		$2.73M Buy
8,270
+199
+2% +$67.4K 0.18% 81
2025
Q3 		$2.79M Sell
8,071
-1,068
-12% -$323K 0.19% 77
2025
Q2 		$2.85M Sell
9,139
-1,619
-15% -$619K 0.21% 73
2025
Q1 		$5.63M Sell
10,758
-469
-4% -$240K 0.46% 38
2024
Q4 		$5.68M Sell
11,227
-2,526
-18% -$1.44M 0.45% 38
2024
Q3 		$8.04M Sell
13,753
-1,491
-10% -$843K 0.54% 34
2024
Q2 		$7.76M Buy
15,244
+309
+2% +$151K 0.54% 39
2024
Q1 		$7.24M Buy
14,935
+576
+4% +$293K 0.54% 37
2023
Q4 		$7.64M Buy
14,359
+495
+4% +$264K 0.62% 30
2023
Q3 		$7.14M Buy
13,864
+275
+2% +$135K 0.61% 29
2023
Q2 		$6.44M Buy
13,589
+9
+0.1% +$4.4K 0.55% 34
2023
Q1 		$6.35M Buy
13,580
+253
+2% +$122K 0.59% 29
2022
Q4 		$7.13M Buy
13,327
+501
+4% +$265K 0.72% 25
2022
Q3 		$6.58M Buy
12,826
+325
+3% +$171K 0.72% 30
2022
Q2 		$6.47M Buy
12,501
+487
+4% +$245K 0.96% 25
2022
Q1 		$6.19M Sell
12,014
-378
-3% -$182K 0.69% 29
2021
Q4 		$6.32M Buy
12,392
+933
+8% +$422K 0.76% 27
2021
Q3 		$4.47M Buy
11,459
+85
+0.7% +$35.2K 0.59% 33
2021
Q2 		$4.54M Buy
11,374
+2,295
+25% +$915K 0.68% 30
2021
Q1 		$3.36M Sell
9,079
-1,755
-16% -$608K 0.76% 30
2020
Q4 		$3.78M Buy
10,834
+941
+10% +$315K 0.75% 28
2020
Q3 		$3.07M Sell
9,893
-80
-0.8% -$24.6K 0.68% 35
2020
Q2 		$2.94M Buy
9,973
+695
+7% +$199K 0.8% 29
2020
Q1 		$2.29M Sell
9,278
-875
-9% -$241K 0.68% 36
2019
Q4 		$2.98M Buy
10,153
+1,043
+11% +$273K 0.84% 33
2019
Q3 		$1.99M Sell
9,110
-799
-8% -$193K 0.66% 38
2019
Q2 		$2.41M Buy
9,909
+446
+5% +$107K 0.78% 37
2019
Q1 		$2.33M Buy
9,463
+265
+3% +$67.6K 0.81% 36
2018
Q4 		$2.27M Buy
9,198
+455
+5% +$120K 0.93% 30
2018
Q3 		$2.32M Sell
8,743
-955
-10% -$248K 0.87% 35
2018
Q2 		$2.36M Sell
9,698
-175
-2% -$42K 0.81% 41
2018
Q1 		$2.12M Buy
9,873
+181
+2% +$41.3K 1.05% 29
2017
Q4 		$2.14M Buy
9,692
+1,164
+14% +$247K 0.86% 39
2017
Q3 		$1.68M Buy
8,528
+454
+6% +$87.7K 0.81% 39
2017
Q2 		$1.49M Sell
8,074
-197
-2% -$34.5K 0.75% 42
2017
Q1 		$1.35M Sell
8,271
-18
-0.2% -$2.95K 0.73% 41
2016
Q4 		$1.33M Buy
8,289
+2,062
+33% +$308K 0.77% 43
2016
Q3 		$871K Buy
6,227
+64
+1% +$8.96K 0.55% 56
2016
Q2 		$871K Sell
6,163
-65
-1% -$8.67K 0.61% 47
2016
Q1 		$803K Sell
6,228
-1,277
-17% -$151K 0.59% 49
2015
Q4 		$883K Buy
+7,505
New +$877K 0.58% 50

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Dedication LLC's UNH Position: Q2 2026 in Review

Asset Dedication LLC reduced its UnitedHealth (UNH) stake by 6.9% in Q2 2026, selling an estimated $170K and leaving 6,239 shares worth $2.59M. The position accounts for 0.16% of the portfolio, ranked #94.

Asset Dedication LLC first reported a position in UNH in Q4 2015 and has held it in 43 quarters since. The position peaked at $8.04M in Q3 2024. 1,755 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Asset Dedication LLC held 6,239 shares of UnitedHealth worth $2.59M as of Q2 2026.
  • Asset Dedication LLC sold 459 UnitedHealth shares in Q2 2026, an estimated $170K.
  • UnitedHealth made up 0.16% of Asset Dedication LLC's portfolio in Q2 2026, its #94 holding.
  • Asset Dedication LLC first reported a position in UnitedHealth in Q4 2015 and has held it in 43 quarters since.
  • Asset Dedication LLC's UnitedHealth position peaked at $8.04M in Q3 2024.
  • 1,755 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.