DWM
UNH icon

Destination Wealth Management’s UnitedHealth UNH Stock Holding History

Destination Wealth 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
Q1 		$226K Sell
835
-99
-11% -$29.5K 0.01% 290
2025
Q4 		$308K Sell
934
-52
-5% -$17.6K 0.01% 246
2025
Q3 		$341K Buy
+986
New +$298K 0.01% 211
2025
Q2 		– Sell
-537
Closed -$281K – 285
2025
Q1 		$281K Sell
537
-31
-5% -$15.8K 0.01% 210
2024
Q4 		$287K Buy
568
+64
+13% +$36.4K 0.01% 202
2024
Q3 		$295K Buy
+504
New +$285K 0.01% 193
2024
Q2 		– Sell
-432
Closed -$214K – 229
2024
Q1 		$214K Buy
+432
New +$220K 0.01% 199
2023
Q4 		– Sell
-476
Closed -$240K – 225
2023
Q3 		$240K Sell
476
-1,572
-77% -$774K 0.01% 181
2023
Q2 		$984K Sell
2,048
-3,037
-60% -$1.49M 0.04% 117
2023
Q1 		$2.4M Buy
5,085
+22
+0.4% +$10.6K 0.09% 102
2022
Q4 		$2.68M Sell
5,063
-287
-5% -$152K 0.11% 100
2022
Q3 		$2.7M Buy
5,350
+137
+3% +$72K 0.11% 97
2022
Q2 		$2.68M Buy
5,213
+4,610
+765% +$2.32M 0.11% 101
2022
Q1 		$307K Sell
603
-1,601
-73% -$772K 0.01% 164
2021
Q4 		$1.11M Buy
+2,204
New +$998K 0.04% 113
2020
Q1 		– Sell
-1,030
Closed -$303K – 174
2019
Q4 		$303K Buy
+1,030
New +$269K 0.02% 135
2019
Q3 		– Sell
-658
Closed -$161K – 481
2019
Q2 		$161K Sell
658
-76
-10% -$18.3K 0.01% 147
2019
Q1 		$181K Buy
734
+42
+6% +$10.7K 0.01% 145
2018
Q4 		$172K Sell
692
-14
-2% -$3.7K 0.01% 152
2018
Q3 		$188K Sell
706
-5
-0.7% -$1.3K 0.01% 155
2018
Q2 		$174K Sell
711
-67
-9% -$16.1K 0.01% 146
2018
Q1 		$166K Sell
778
-138
-15% -$31.5K 0.01% 151
2017
Q4 		$202K Sell
916
-200
-18% -$42.4K 0.01% 150
2017
Q3 		$219K Buy
+1,116
New +$216K 0.01% 143
2017
Q1 		– Sell
-3,270
Closed -$523K – 174
2016
Q4 		$523K Buy
+3,270
New +$488K 0.04% 109

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

Destination Wealth Management's UNH Position: Q1 2026 in Review

Destination Wealth Management reduced its UnitedHealth (UNH) stake by 11% in Q1 2026, selling an estimated $29.5K and leaving 835 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #290.

Destination Wealth Management first reported a position in UNH in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.7M in Q3 2022. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Destination Wealth Management held 835 shares of UnitedHealth worth $226K as of Q1 2026.
  • Destination Wealth Management sold 99 UnitedHealth shares in Q1 2026, an estimated $29.5K.
  • UnitedHealth made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #290 holding.
  • Destination Wealth Management first reported a position in UnitedHealth in Q4 2016 and has held it in 25 quarters since.
  • Destination Wealth Management's UnitedHealth position peaked at $2.7M in Q3 2022.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.