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Dean Investment Associates’s UnitedHealth UNH Stock Holding History

Dean Investment Associates’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 		$727K Buy
2,687
+1,335
+99% +$398K 0.1% 174
2025
Q4 		$446K Sell
1,352
-1,585
-54% -$537K 0.06% 191
2025
Q3 		$1.01M Sell
2,937
-48
-2% -$14.5K 0.14% 176
2025
Q2 		$931K Buy
+2,985
New +$1.14M 0.14% 180
2016
Q2 		– Sell
-10,171
Closed -$1.31M – 222
2016
Q1 		$1.31M Sell
10,171
-330
-3% -$39K 0.27% 115
2015
Q4 		$1.24M Sell
10,501
-647
-6% -$75.6K 0.27% 109
2015
Q3 		$1.29M Sell
11,148
-609
-5% -$72.9K 0.29% 114
2015
Q2 		$1.43M Sell
11,757
-301
-2% -$35.6K 0.33% 121
2015
Q1 		$1.43M Sell
12,058
-1,367
-10% -$152K 0.33% 106
2014
Q4 		$1.36M Sell
13,425
-477
-3% -$45.2K 0.31% 110
2014
Q3 		$1.2M Sell
13,902
-73
-0.5% -$6.17K 0.29% 104
2014
Q2 		$1.14M Sell
13,975
-432
-3% -$34K 0.26% 114
2014
Q1 		$1.18M Sell
14,407
-784
-5% -$59K 0.28% 109
2013
Q4 		$1.14M Sell
15,191
-1,132
-7% -$81.3K 0.27% 117
2013
Q3 		$1.17M Sell
16,323
-348
-2% -$24.9K 0.31% 112
2013
Q2 		$1.09M Buy
+16,671
New +$1.04M 0.31% 99

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dean Investment Associates's UNH Position: Q1 2026 in Review

Dean Investment Associates increased its UnitedHealth (UNH) stake by 99% in Q1 2026, buying an estimated $398K and bringing the position to 2,687 shares worth $727K. The position accounts for 0.1% of the portfolio, ranked #174.

Dean Investment Associates first reported a position in UNH in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.43M in Q2 2015. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Dean Investment Associates held 2,687 shares of UnitedHealth worth $727K as of Q1 2026.
  • Dean Investment Associates bought 1,335 UnitedHealth shares in Q1 2026, an estimated $398K.
  • UnitedHealth made up 0.1% of Dean Investment Associates's portfolio in Q1 2026, its #174 holding.
  • Dean Investment Associates first reported a position in UnitedHealth in Q2 2013 and has held it in 16 quarters since.
  • Dean Investment Associates's UnitedHealth position peaked at $1.43M in Q2 2015.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.