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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
Q2 		$343K Sell
825
-2,155
-72% -$799K 0.11% 54
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 $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

Dennis R. Delaney's UNH Position: Q2 2026 in Review

Dennis R. Delaney reduced its UnitedHealth (UNH) stake by 72% in Q2 2026, selling an estimated $799K and leaving 825 shares worth $343K. The position accounts for 0.11% of the portfolio, ranked #54.

Dennis R. Delaney first reported a position in UNH in Q2 2020 and has held it in 17 quarters since. The position peaked at $5.53M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Dennis R. Delaney held 825 shares of UnitedHealth worth $343K as of Q2 2026.
  • Dennis R. Delaney sold 2,155 UnitedHealth shares in Q2 2026, an estimated $799K.
  • UnitedHealth made up 0.11% of Dennis R. Delaney's portfolio in Q2 2026, its #54 holding.
  • Dennis R. Delaney first reported a position in UnitedHealth in Q2 2020 and has held it in 17 quarters since.
  • Dennis R. Delaney's UnitedHealth position peaked at $5.53M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Dennis R. Delaney's 13F filing for Q2 2026, filed 21 Aug 2026.