DLCIG
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D.L. Carlson Investment Group’s UnitedHealth UNH Stock Holding History

D.L. Carlson Investment Group’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
2025
Q2 		– Sell
-8,265
Closed -$4.33M – 142
2025
Q1 		$4.33M Sell
8,265
-424
-5% -$217K 0.83% 32
2024
Q4 		$4.4M Sell
8,689
-2,527
-23% -$1.44M 0.78% 32
2024
Q3 		$6.56M Sell
11,216
-154
-1% -$87.1K 1.19% 18
2024
Q2 		$5.79M Sell
11,370
-205
-2% -$100K 1.12% 18
2024
Q1 		$5.73M Sell
11,575
-304
-3% -$155K 1.12% 23
2023
Q4 		$6.19M Sell
11,879
-3,220
-21% -$1.72M 1.26% 18
2023
Q3 		$7.61M Sell
15,099
-221
-1% -$109K 1.53% 16
2023
Q2 		$7.36M Sell
15,320
-67
-0.4% -$32.8K 1.41% 21
2023
Q1 		$7.27M Sell
15,387
-9,603
-38% -$4.63M 1.65% 15
2022
Q4 		$13.2M Sell
24,990
-1,307
-5% -$692K 2.84% 7
2022
Q3 		$13.3M Buy
26,297
+93
+0.4% +$48.9K 2.89% 6
2022
Q2 		$13.5M Buy
26,204
+38
+0.1% +$19.1K 2.84% 6
2022
Q1 		$13.3M Sell
26,166
-337
-1% -$163K 2.22% 9
2021
Q4 		$13.3M Buy
26,503
+1,041
+4% +$471K 2.12% 10
2021
Q3 		$9.95M Buy
25,462
+55
+0.2% +$22.8K 1.73% 14
2021
Q2 		$10.2M Sell
25,407
-76
-0.3% -$30.3K 1.76% 10
2021
Q1 		$9.48M Sell
25,483
-1,481
-5% -$513K 1.73% 12
2020
Q4 		$9.46M Buy
26,964
+797
+3% +$267K 1.72% 17
2020
Q3 		$8.16M Buy
26,167
+8,383
+47% +$2.57M 1.73% 16
2020
Q2 		$5.25M Buy
17,784
+10,617
+148% +$3.04M 1.56% 18
2020
Q1 		$1.79M Buy
+7,167
New +$1.97M 0.68% 55
2019
Q2 		– Sell
-9,658
Closed -$2.39M – 156
2019
Q1 		$2.39M Sell
9,658
-9,949
-51% -$2.54M 0.7% 56
2018
Q4 		$4.88M Buy
19,607
+3,740
+24% +$988K 1.62% 12
2018
Q3 		$4.22M Buy
15,867
+107
+0.7% +$27.8K 1.19% 32
2018
Q2 		$3.87M Buy
15,760
+176
+1% +$42.3K 1.18% 35
2018
Q1 		$3.33M Sell
15,584
-600
-4% -$137K 1.05% 40
2017
Q4 		$3.57M Buy
16,184
+145
+0.9% +$30.7K 1.06% 38
2017
Q3 		$3.14M Sell
16,039
-68
-0.4% -$13.1K 0.98% 42
2017
Q2 		$2.99M Sell
16,107
-130
-0.8% -$22.8K 0.88% 48
2017
Q1 		$2.66M Buy
16,237
+1,805
+13% +$296K 0.9% 46
2016
Q4 		$2.31M Sell
14,432
-9,125
-39% -$1.36M 0.79% 60
2016
Q3 		$3.3M Sell
23,557
-281
-1% -$39.4K 1.15% 36
2016
Q2 		$3.37M Buy
23,838
+2,320
+11% +$309K 1.2% 30
2016
Q1 		$2.77M Buy
21,518
+388
+2% +$45.9K 1.03% 45
2015
Q4 		$2.49M Sell
21,130
-165
-0.8% -$19.3K 0.92% 46
2015
Q3 		$2.47M Sell
21,295
-460
-2% -$55.1K 1% 41
2015
Q2 		$2.65M Buy
21,755
+925
+4% +$109K 0.96% 38
2015
Q1 		$2.46M Buy
+20,830
New +$2.31M 0.88% 45
2013
Q3 		– Sell
-17,225
Closed -$1.13M – 126
2013
Q2 		$1.13M Buy
+17,225
New +$1.07M 0.45% 71

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.L. Carlson Investment Group's UNH Position: Q2 2025 in Review

D.L. Carlson Investment Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 8,265 shares — an estimated $4.33M sold.

D.L. Carlson Investment Group first reported a position in UNH in Q2 2013 and held it in 39 quarters. The position peaked at $13.5M in Q2 2022. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • D.L. Carlson Investment Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 8,265 UnitedHealth shares in Q2 2025, an estimated $4.33M.
  • D.L. Carlson Investment Group first reported a position in UnitedHealth in Q2 2013 and held it in 39 quarters.
  • D.L. Carlson Investment Group's UnitedHealth position peaked at $13.5M in Q2 2022.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2025, filed 13 Aug 2025.