DC Investments Management’s UnitedHealth UNH Stock Holding History

DC Investments Management’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	$4.52M	Hold	16,692	–	–	1.73%	5
2025 Q4	$5.51M	Hold	16,692	–	–	2.44%	4
2025 Q3	$5.76M	Buy	+16,692	New	+$5.05M	2.39%	4
2020 Q3	–	Sell	-18,591	Closed	-$5.48M	–	287
2020 Q2	$5.48M	Buy	+18,591	New	+$5.33M	2.02%	10
2019 Q3	–	Sell	-1,260	Closed	-$307K	–	350
2019 Q2	$307K	Sell	1,260 -2,764	-69%	-$665K	0.17%	236
2019 Q1	$995K	Buy	4,024 +1,611	+67%	+$411K	0.63%	19
2018 Q4	$601K	Buy	2,413 +162	+7%	+$42.8K	0.49%	60
2018 Q3	$599K	Sell	2,251 -3,215	-59%	-$836K	0.4%	60
2018 Q2	$1.34M	Sell	5,466 -5,740	-51%	-$1.38M	0.85%	2
2018 Q1	$2.4M	Buy	11,206 +6,514	+139%	+$1.49M	1.61%	2
2017 Q4	$1.03M	Buy	+4,692	New	+$994K	0.43%	42

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

DC Investments Management's UNH Position: Q1 2026 in Review

DC Investments Management held its UnitedHealth (UNH) position steady in Q1 2026 at 16,692 shares worth $4.52M. The position accounts for 1.73% of the portfolio, ranked #5.

DC Investments Management first reported a position in UNH in Q4 2017 and has held it in 11 quarters since. The position peaked at $5.76M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

DC Investments Management held 16,692 shares of UnitedHealth worth $4.52M as of Q1 2026.
DC Investments Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 1.73% of DC Investments Management's portfolio in Q1 2026, its #5 holding.
DC Investments Management first reported a position in UnitedHealth in Q4 2017 and has held it in 11 quarters since.
DC Investments Management's UnitedHealth position peaked at $5.76M in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on DC Investments Management's 13F filing for Q1 2026, filed 14 May 2026.