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 Q2	$6.94M	Hold	16,692	–	–	2.37%	4
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DC Investments Management's UNH Position: Q2 2026 in Review

DC Investments Management held its UnitedHealth (UNH) position steady in Q2 2026 at 16,692 shares worth $6.94M. The position accounts for 2.37% of the portfolio, ranked #4.

DC Investments Management first reported a position in UNH in Q4 2017 and has held it in 12 quarters since. 3,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

DC Investments Management held 16,692 shares of UnitedHealth worth $6.94M as of Q2 2026.
DC Investments Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 2.37% of DC Investments Management's portfolio in Q2 2026, its #4 holding.
DC Investments Management first reported a position in UnitedHealth in Q4 2017 and has held it in 12 quarters since.
3,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on DC Investments Management's 13F filing for Q2 2026, filed 14 Aug 2026.