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Dennis R. Delaney’s UnitedHealth UNH Stock Holding History

Dennis R. Delaney’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 		$806K Sell
2,980
-5,291
-64% -$1.58M 0.29% 41
2025
Q4 		$2.73M Buy
8,271
+739
+10% +$250K 1.37% 29
2025
Q3 		$2.6M Sell
7,532
-1,364
-15% -$413K 1.3% 28
2025
Q2 		$2.78M Sell
8,896
-300
-3% -$115K 1.43% 28
2025
Q1 		$4.82M Sell
9,196
-350
-4% -$179K 2.62% 19
2024
Q4 		$4.83M Buy
9,546
+80
+0.8% +$45.5K 2.54% 19
2024
Q3 		$5.53M Buy
9,466
+370
+4% +$209K 2.86% 19
2024
Q2 		$4.63M Buy
9,096
+710
+8% +$348K 2.5% 21
2024
Q1 		$4.15M Buy
8,386
+335
+4% +$170K 2.26% 21
2023
Q4 		$4.24M Buy
8,051
+925
+13% +$493K 2.51% 21
2023
Q3 		$3.59M Buy
7,126
+1,371
+24% +$675K 2.32% 21
2023
Q2 		$2.77M Buy
5,755
+1,473
+34% +$720K 1.68% 27
2023
Q1 		$2.02M Buy
4,282
+124
+3% +$59.8K 1.73% 26
2022
Q4 		$2.2M Buy
4,158
+189
+5% +$100K 1.97% 24
2022
Q3 		$2M Buy
+3,969
New +$2.09M 1.92% 23
2020
Q2 		$428K Buy
+1,451
New +$416K 0.57% 41

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

Dennis R. Delaney's UNH Position: Q1 2026 in Review

Dennis R. Delaney reduced its UnitedHealth (UNH) stake by 64% in Q1 2026, selling an estimated $1.58M and leaving 2,980 shares worth $806K. The position accounts for 0.29% of the portfolio, ranked #41.

Dennis R. Delaney first reported a position in UNH in Q2 2020 and has held it in 16 quarters since. The position peaked at $5.53M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Dennis R. Delaney held 2,980 shares of UnitedHealth worth $806K as of Q1 2026.
  • Dennis R. Delaney sold 5,291 UnitedHealth shares in Q1 2026, an estimated $1.58M.
  • UnitedHealth made up 0.29% of Dennis R. Delaney's portfolio in Q1 2026, its #41 holding.
  • Dennis R. Delaney first reported a position in UnitedHealth in Q2 2020 and has held it in 16 quarters since.
  • Dennis R. Delaney's UnitedHealth position peaked at $5.53M in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Dennis R. Delaney's 13F filing for Q1 2026, filed 14 May 2026.