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Delta Investment Management’s UnitedHealth UNH Stock Holding History

Delta Investment 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 		$595K Buy
+1,432
New +$531K 0.1% 143
2026
Q1 		– Sell
-1,091
Closed -$360K – 311
2025
Q4 		$360K Sell
1,091
-148
-12% -$50.2K 0.06% 193
2025
Q3 		$428K Sell
1,239
-25,763
-95% -$7.79M 0.08% 162
2025
Q2 		$8.42M Buy
27,002
+20,220
+298% +$7.73M 1.62% 19
2025
Q1 		$3.55M Buy
6,782
+86
+1% +$44K 0.72% 32
2024
Q4 		$3.39M Buy
6,696
+4,191
+167% +$2.38M 0.66% 27
2024
Q3 		$1.46M Sell
2,505
-1,293
-34% -$731K 0.3% 57
2024
Q2 		$1.93M Buy
3,798
+3,276
+628% +$1.61M 0.43% 42
2024
Q1 		$258K Buy
522
+96
+23% +$48.8K 0.06% 185
2023
Q4 		$224K Buy
426
+10
+2% +$5.33K 0.06% 183
2023
Q3 		$210K Buy
+416
New +$205K 0.06% 168
2023
Q2 		– Sell
-635
Closed -$300K – 201
2023
Q1 		$300K Sell
635
-215
-25% -$104K 0.09% 134
2022
Q4 		$451K Buy
850
+56
+7% +$29.7K 0.15% 100
2022
Q3 		$401K Buy
794
+115
+17% +$60.5K 0.17% 90
2022
Q2 		$349K Sell
679
-92
-12% -$46.2K 0.16% 89
2022
Q1 		$393K Buy
771
+2
+0.3% +$965 0.12% 92
2021
Q4 		$386K Sell
769
-10
-1% -$4.53K 0.11% 122
2021
Q3 		$304K Buy
779
+3
+0.4% +$1.24K 0.1% 139
2021
Q2 		$311K Buy
776
+2
+0.3% +$797 0.09% 140
2021
Q1 		$288K Sell
774
-596
-44% -$207K 0.09% 135
2020
Q4 		$480K Buy
1,370
+99
+8% +$33.2K 0.15% 106
2020
Q3 		$396K Sell
1,271
-142
-10% -$43.6K 0.21% 74
2020
Q2 		$416K Buy
1,413
+342
+32% +$98K 0.17% 86
2020
Q1 		$267K Buy
1,071
+336
+46% +$92.5K 0.2% 63
2019
Q4 		$215K Buy
+735
New +$192K 0.08% 123

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Delta Investment Management's UNH Position: Q2 2026 in Review

Delta Investment Management opened a new position in UnitedHealth (UNH) in Q2 2026: 1,432 shares worth $595K. The stake represents 0.1% of the portfolio and ranks #143 among its holdings. This is a return to the name: Delta Investment Management previously reported a position in UNH as recently as Q4 2025.

Delta Investment Management first reported a position in UNH in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.42M in Q2 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Delta Investment Management held 1,432 shares of UnitedHealth worth $595K as of Q2 2026.
  • UnitedHealth was a new Delta Investment Management position in Q2 2026.
  • UnitedHealth made up 0.1% of Delta Investment Management's portfolio in Q2 2026, its #143 holding.
  • Delta Investment Management first reported a position in UnitedHealth in Q4 2019 and has held it in 25 quarters since.
  • Delta Investment Management's UnitedHealth position peaked at $8.42M in Q2 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.