Dana Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.6M | Buy |
6,253
+105
| +2% | +$38.9K | 0.07% | 286 |
|
|
2026
Q1 | $1.66M | Sell |
6,148
-2,497
| -29% | -$744K | 0.05% | 337 |
|
|
2025
Q4 | $2.85M | Sell |
8,645
-1,176
| -12% | -$399K | 0.08% | 250 |
|
|
2025
Q3 | $3.39M | Sell |
9,821
-29,372
| -75% | -$8.88M | 0.1% | 218 |
|
|
2025
Q2 | $12.2M | Sell |
39,193
-2,574
| -6% | -$984K | 0.4% | 54 |
|
|
2025
Q1 | $21.9M | Sell |
41,767
-2,134
| -5% | -$1.09M | 0.78% | 25 |
|
|
2024
Q4 | $22.2M | Buy |
43,901
+116
| +0.3% | +$65.9K | 0.73% | 26 |
|
|
2024
Q3 | $25.6M | Sell |
43,785
-2,730
| -6% | -$1.54M | 0.85% | 19 |
|
|
2024
Q2 | $23.7M | Sell |
46,515
-2,126
| -4% | -$1.04M | 0.8% | 22 |
|
|
2024
Q1 | $24.1M | Buy |
48,641
+363
| +0.8% | +$185K | 0.8% | 22 |
|
|
2023
Q4 | $25.4M | Sell |
48,278
-5,115
| -10% | -$2.73M | 1.23% | 14 |
|
|
2023
Q3 | $26.9M | Buy |
53,393
+206
| +0.4% | +$101K | 1.38% | 13 |
|
|
2023
Q2 | $25.6M | Sell |
53,187
-2,071
| -4% | -$1.01M | 1.26% | 15 |
|
|
2023
Q1 | $26.1M | Sell |
55,258
-935
| -2% | -$451K | 1.33% | 15 |
|
|
2022
Q4 | $29.8M | Buy |
56,193
+195
| +0.3% | +$103K | 1.56% | 8 |
|
|
2022
Q3 | $28.3M | Sell |
55,998
-6,288
| -10% | -$3.31M | 1.6% | 9 |
|
|
2022
Q2 | $32M | Buy |
62,286
+5,527
| +10% | +$2.78M | 1.62% | 7 |
|
|
2022
Q1 | $28.9M | Buy |
56,759
+41,706
| +277% | +$20.1M | 1.33% | 22 |
|
|
2021
Q4 | $7.56M | Sell |
15,053
-1,911
| -11% | -$865K | 0.33% | 78 |
|
|
2021
Q3 | $6.63M | Sell |
16,964
-1,545
| -8% | -$640K | 0.3% | 79 |
|
|
2021
Q2 | $7.41M | Sell |
18,509
-2,840
| -13% | -$1.13M | 0.33% | 78 |
|
|
2021
Q1 | $7.94M | Sell |
21,349
-64,553
| -75% | -$22.4M | 0.37% | 76 |
|
|
2020
Q4 | $30.1M | Sell |
85,902
-3,099
| -3% | -$1.04M | 1.5% | 13 |
|
|
2020
Q3 | $27.7M | Sell |
89,001
-8,360
| -9% | -$2.57M | 1.51% | 14 |
|
|
2020
Q2 | $28.7M | Sell |
97,361
-8,659
| -8% | -$2.48M | 1.55% | 13 |
|
|
2020
Q1 | $26.4M | Sell |
106,020
-16,853
| -14% | -$4.64M | 1.61% | 18 |
|
|
2019
Q4 | $36.1M | Sell |
122,873
-4,387
| -3% | -$1.15M | 1.73% | 11 |
|
|
2019
Q3 | $27.7M | Buy |
127,260
+8,771
| +7% | +$2.12M | 1.4% | 31 |
|
|
2019
Q2 | $28.9M | Sell |
118,489
-8,412
| -7% | -$2.02M | 1.43% | 24 |
|
|
2019
Q1 | $31.4M | Sell |
126,901
-10,512
| -8% | -$2.68M | 1.48% | 19 |
|
|
2018
Q4 | $34.2M | Sell |
137,413
-18,369
| -12% | -$4.85M | 1.74% | 8 |
|
|
2018
Q3 | $41.4M | Buy |
155,782
+2,033
| +1% | +$529K | 1.69% | 6 |
|
|
2018
Q2 | $37.7M | Sell |
153,749
-14,988
| -9% | -$3.6M | 1.65% | 7 |
|
|
2018
Q1 | $36.1M | Sell |
168,737
-30,495
| -15% | -$6.97M | 1.63% | 12 |
|
|
2017
Q4 | $43.9M | Sell |
199,232
-10,667
| -5% | -$2.26M | 1.91% | 2 |
|
|
2017
Q3 | $41.1M | Sell |
209,899
-15,298
| -7% | -$2.96M | 1.89% | 3 |
|
|
2017
Q2 | $41.8M | Sell |
225,197
-12,210
| -5% | -$2.14M | 1.96% | 2 |
|
|
2017
Q1 | $38.9M | Sell |
237,407
-10,311
| -4% | -$1.69M | 1.81% | 2 |
|
|
2016
Q4 | $39.6M | Buy |
247,718
+10,488
| +4% | +$1.57M | 1.87% | 2 |
|
|
2016
Q3 | $33.2M | Sell |
237,230
-6,651
| -3% | -$932K | 1.59% | 13 |
|
|
2016
Q2 | $34.4M | Buy |
243,881
+154,256
| +172% | +$20.6M | 1.53% | 12 |
|
|
2016
Q1 | $11.6M | Buy |
+89,625
| New | +$10.6M | 0.52% | 60 |
|
Other funds holding UNH
Dana Investment Advisors's UNH Position: Q2 2026 in Review
Dana Investment Advisors increased its UnitedHealth (UNH) stake by 1.7% in Q2 2026, buying an estimated $38.9K and bringing the position to 6,253 shares worth $2.6M. The position accounts for 0.07% of the portfolio, ranked #286.
Dana Investment Advisors first reported a position in UNH in Q1 2016 and has held it in 42 quarters since. The position peaked at $43.9M in Q4 2017. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Dana Investment Advisors held 6,253 shares of UnitedHealth worth $2.6M as of Q2 2026.
- Dana Investment Advisors bought 105 UnitedHealth shares in Q2 2026, an estimated $38.9K.
- UnitedHealth made up 0.07% of Dana Investment Advisors's portfolio in Q2 2026, its #286 holding.
- Dana Investment Advisors first reported a position in UnitedHealth in Q1 2016 and has held it in 42 quarters since.
- Dana Investment Advisors's UnitedHealth position peaked at $43.9M in Q4 2017.
- 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.