Dala Group’s UnitedHealth UNH Stock Holding History

Dala 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
2026 Q1	$1.1M	Buy	4,048 +2,749	+212%	+$819K	0.92%	24
2025 Q4	$429K	Buy	+1,299	New	+$440K	0.37%	45

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dala Group's UNH Position: Q1 2026 in Review

Dala Group increased its UnitedHealth (UNH) stake by 212% in Q1 2026, buying an estimated $819K and bringing the position to 4,048 shares worth $1.1M. The position accounts for 0.92% of the portfolio, ranked #24.

Dala Group first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Dala Group held 4,048 shares of UnitedHealth worth $1.1M as of Q1 2026.
Dala Group bought 2,749 UnitedHealth shares in Q1 2026, an estimated $819K.
UnitedHealth made up 0.92% of Dala Group's portfolio in Q1 2026, its #24 holding.
Dala Group first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Dala Group's 13F filing for Q1 2026, filed 1 Jun 2026.