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DAGCO Inc’s UnitedHealth UNH Stock Holding History

DAGCO Inc’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 		– Sell
-71
Closed -$19.2K – 329
2026
Q1 		$19.2K Sell
71
-501
-88% -$149K ﹤0.01% 242
2025
Q4 		$189K Sell
572
-4
-0.7% -$1.36K 0.04% 99
2025
Q3 		$199K Sell
576
-79
-12% -$23.9K 0.05% 96
2025
Q2 		$204K Sell
655
-305
-32% -$117K 0.06% 90
2025
Q1 		$503K Buy
960
+11
+1% +$5.62K 0.16% 63
2024
Q4 		$480K Buy
+949
New +$539K 0.16% 68
2024
Q1 		– Sell
-154
Closed -$81.1K – 371
2023
Q4 		$81.1K Sell
154
-101,515
-100% -$54.1M 0.07% 106
2023
Q3 		$7.39M Buy
101,669
+99,913
+5,690% +$49.2M 3.81% 8
2023
Q2 		$844K Sell
1,756
-40
-2% -$19.6K 0.42% 48
2023
Q1 		$849K Sell
1,796
-44
-2% -$21.2K 0.46% 48
2022
Q4 		$976K Hold
1,840
– – 0.57% 44
2022
Q3 		$929K Sell
1,840
-20
-1% -$10.5K 0.58% 44
2022
Q2 		$955K Sell
1,860
-24
-1% -$12.1K 0.49% 51
2022
Q1 		$1.01M Sell
1,884
-130
-6% -$62.7K 0.46% 54
2021
Q4 		$1.01M Buy
2,014
+1
+0% +$453 0.4% 62
2021
Q3 		$787K Sell
2,013
-50
-2% -$20.7K 0.34% 66
2021
Q2 		$826K Sell
2,063
-10
-0.5% -$3.99K 0.37% 66
2021
Q1 		$771K Buy
2,073
+1
+0% +$347 0.38% 64
2020
Q4 		$727K Sell
2,072
-40
-2% -$13.4K 0.4% 63
2020
Q3 		$658K Sell
2,112
-124
-6% -$38.1K 0.44% 62
2020
Q2 		$660K Sell
2,236
-60
-3% -$17.2K 0.66% 53
2020
Q1 		$572K Sell
2,296
-49
-2% -$13.5K 0.62% 54
2019
Q4 		$689K Buy
2,345
+125
+6% +$32.7K 0.61% 59
2019
Q3 		$482K Buy
2,220
+45
+2% +$10.9K 0.48% 69
2019
Q2 		$531K Sell
2,175
-10
-0.5% -$2.4K 0.56% 66
2019
Q1 		$540K Buy
+2,185
New +$557K 0.58% 63

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

DAGCO Inc's UNH Position: Q2 2026 in Review

DAGCO Inc sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 71 shares — an estimated $19.2K sold.

DAGCO Inc first reported a position in UNH in Q1 2019 and held it in 26 quarters. The position peaked at $7.39M in Q3 2023. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • DAGCO Inc reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 71 UnitedHealth shares in Q2 2026, an estimated $19.2K.
  • DAGCO Inc first reported a position in UnitedHealth in Q1 2019 and held it in 26 quarters.
  • DAGCO Inc's UnitedHealth position peaked at $7.39M in Q3 2023.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.