DWP
UNH icon

Daymark Wealth Partners’s UnitedHealth UNH Stock Holding History

Daymark Wealth Partners’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 		$2.31M Buy
5,557
+597
+12% +$221K 0.06% 230
2026
Q1 		$1.34M Buy
4,960
+247
+5% +$73.6K 0.04% 257
2025
Q4 		$1.56M Buy
4,713
+6
+0.1% +$2.03K 0.05% 223
2025
Q3 		$1.63M Sell
4,707
-252
-5% -$76.2K 0.06% 218
2025
Q2 		$1.55M Sell
4,959
-642
-11% -$245K 0.06% 208
2025
Q1 		$2.93M Sell
5,601
-110,652
-95% -$56.6M 0.13% 135
2024
Q4 		$3.27M Sell
116,253
-414
-0.4% -$235K 0.14% 121
2024
Q3 		$4.01M Sell
116,667
-36
-0% -$20.4K 0.17% 109
2024
Q2 		$3.52M Sell
116,703
-821
-0.7% -$402K 0.16% 113
2024
Q1 		$3.83M Sell
117,524
-328
-0.3% -$167K 0.21% 95
2023
Q4 		$4.24M Buy
117,852
+67
+0.1% +$35.7K 0.26% 86
2023
Q3 		$4.03M Buy
117,785
+109,404
+1,305% +$53.8M 0.28% 83
2023
Q2 		$4.03M Sell
8,381
-597
-7% -$292K 0.3% 77
2023
Q1 		$4.24M Buy
8,978
+5,512
+159% +$2.66M 0.56% 41
2022
Q4 		$1.84M Buy
+3,466
New +$1.84M 0.33% 68

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

Daymark Wealth Partners's UNH Position: Q2 2026 in Review

Daymark Wealth Partners increased its UnitedHealth (UNH) stake by 12% in Q2 2026, buying an estimated $221K and bringing the position to 5,557 shares worth $2.31M. The position accounts for 0.06% of the portfolio, ranked #230.

Daymark Wealth Partners first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.24M in Q4 2023. 1,778 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Daymark Wealth Partners held 5,557 shares of UnitedHealth worth $2.31M as of Q2 2026.
  • Daymark Wealth Partners bought 597 UnitedHealth shares in Q2 2026, an estimated $221K.
  • UnitedHealth made up 0.06% of Daymark Wealth Partners's portfolio in Q2 2026, its #230 holding.
  • Daymark Wealth Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's UnitedHealth position peaked at $4.24M in Q4 2023.
  • 1,778 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.