DDFG Inc’s UnitedHealth UNH Stock Holding History

DDFG Inc’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	$515K	Hold	1,238	–	–	0.1%	59
2026 Q1	$335K	Hold	1,238	–	–	0.07%	64
2025 Q4	$409K	Sell	1,238 -9	-0.7%	-$3.05K	0.09%	58
2025 Q3	$431K	Sell	1,247 -31	-2%	-$9.38K	0.1%	58
2025 Q2	$399K	Buy	1,278 +10	+0.8%	+$3.82K	0.1%	55
2025 Q1	$664K	Hold	1,268	–	–	0.18%	42
2024 Q4	$641K	Hold	1,268	–	–	0.19%	41
2024 Q3	$741K	Hold	1,268	–	–	0.21%	39
2024 Q2	$646K	Hold	1,268	–	–	0.2%	43
2024 Q1	$627K	Hold	1,268	–	–	0.2%	42
2023 Q4	$667K	Hold	1,268	–	–	0.23%	37
2023 Q3	$639K	Buy	1,268 +1	+0.1%	+$492	0.24%	36
2023 Q2	$609K	Hold	1,267	–	–	0.22%	37
2023 Q1	$599K	Sell	1,267 -8	-0.6%	-$3.86K	0.23%	34
2022 Q4	$676K	Buy	+1,275	New	+$675K	0.28%	33

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DDFG Inc's UNH Position: Q2 2026 in Review

DDFG Inc held its UnitedHealth (UNH) position steady in Q2 2026 at 1,238 shares worth $515K. The position accounts for 0.1% of the portfolio, ranked #59.

DDFG Inc first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $741K in Q3 2024. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

DDFG Inc held 1,238 shares of UnitedHealth worth $515K as of Q2 2026.
DDFG Inc left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.1% of DDFG Inc's portfolio in Q2 2026, its #59 holding.
DDFG Inc first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
DDFG Inc's UnitedHealth position peaked at $741K in Q3 2024.
1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.