DF Dent & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $681K | Sell |
2,518
-159
| -6% | -$47.4K | 0.01% | 186 |
|
|
2025
Q4 | $884K | Sell |
2,677
-219
| -8% | -$74.2K | 0.01% | 179 |
|
|
2025
Q3 | $1,000K | Sell |
2,896
-1,398
| -33% | -$423K | 0.01% | 177 |
|
|
2025
Q2 | $1.34M | Sell |
4,294
-2,099
| -33% | -$802K | 0.02% | 151 |
|
|
2025
Q1 | $3.35M | Buy |
6,393
+38
| +0.6% | +$19.4K | 0.04% | 121 |
|
|
2024
Q4 | $3.21M | Sell |
6,355
-17
| -0.3% | -$9.66K | 0.04% | 117 |
|
|
2024
Q3 | $3.73M | Hold |
6,372
| – | – | 0.05% | 117 |
|
|
2024
Q2 | $3.25M | Sell |
6,372
-275
| -4% | -$135K | 0.04% | 111 |
|
|
2024
Q1 | $3.29M | Buy |
6,647
+249
| +4% | +$127K | 0.04% | 114 |
|
|
2023
Q4 | $3.37M | Sell |
6,398
-236
| -4% | -$126K | 0.04% | 105 |
|
|
2023
Q3 | $3.34M | Sell |
6,634
-87
| -1% | -$42.8K | 0.05% | 111 |
|
|
2023
Q2 | $3.23M | Sell |
6,721
-188
| -3% | -$91.9K | 0.04% | 107 |
|
|
2023
Q1 | $3.27M | Buy |
6,909
+314
| +5% | +$152K | 0.05% | 107 |
|
|
2022
Q4 | $3.5M | Sell |
6,595
-218
| -3% | -$115K | 0.05% | 105 |
|
|
2022
Q3 | $3.44M | Buy |
6,813
+275
| +4% | +$145K | 0.05% | 103 |
|
|
2022
Q2 | $3.36M | Sell |
6,538
-7
| -0.1% | -$3.52K | 0.05% | 103 |
|
|
2022
Q1 | $3.34M | Buy |
6,545
+32
| +0.5% | +$15.4K | 0.04% | 113 |
|
|
2021
Q4 | $3.27M | Sell |
6,513
-30
| -0.5% | -$13.6K | 0.03% | 113 |
|
|
2021
Q3 | $2.56M | Sell |
6,543
-492
| -7% | -$204K | 0.03% | 114 |
|
|
2021
Q2 | $2.82M | Buy |
7,035
+32
| +0.5% | +$12.8K | 0.03% | 109 |
|
|
2021
Q1 | $2.61M | Sell |
7,003
-546
| -7% | -$189K | 0.03% | 112 |
|
|
2020
Q4 | $2.65M | Sell |
7,549
-352
| -4% | -$118K | 0.03% | 106 |
|
|
2020
Q3 | $2.46M | Sell |
7,901
-63
| -0.8% | -$19.4K | 0.03% | 104 |
|
|
2020
Q2 | $2.35M | Sell |
7,964
-125
| -2% | -$35.8K | 0.04% | 100 |
|
|
2020
Q1 | $2.02M | Buy |
8,089
+785
| +11% | +$216K | 0.04% | 101 |
|
|
2019
Q4 | $2.15M | Sell |
7,304
-28
| -0.4% | -$7.33K | 0.04% | 117 |
|
|
2019
Q3 | $1.59M | Buy |
7,332
+289
| +4% | +$69.7K | 0.03% | 121 |
|
|
2019
Q2 | $1.72M | Buy |
7,043
+85
| +1% | +$20.4K | 0.03% | 122 |
|
|
2019
Q1 | $1.72M | Buy |
6,958
+673
| +11% | +$172K | 0.03% | 129 |
|
|
2018
Q4 | $1.57M | Buy |
6,285
+227
| +4% | +$60K | 0.04% | 109 |
|
|
2018
Q3 | $1.61M | Sell |
6,058
-38
| -0.6% | -$9.88K | 0.03% | 126 |
|
|
2018
Q2 | $1.5M | Buy |
6,096
+8
| +0.1% | +$1.92K | 0.03% | 121 |
|
|
2018
Q1 | $1.3M | Buy |
6,088
+4,598
| +309% | +$1.05M | 0.03% | 127 |
|
|
2017
Q4 | $328K | Buy |
+1,490
| New | +$316K | 0.01% | 201 |
|
Other funds holding UNH
VCM
VPM
DF Dent & Co's UNH Position: Q1 2026 in Review
DF Dent & Co reduced its UnitedHealth (UNH) stake by 5.9% in Q1 2026, selling an estimated $47.4K and leaving 2,518 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #186.
DF Dent & Co first reported a position in UNH in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.73M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- DF Dent & Co held 2,518 shares of UnitedHealth worth $681K as of Q1 2026.
- DF Dent & Co sold 159 UnitedHealth shares in Q1 2026, an estimated $47.4K.
- UnitedHealth made up 0.01% of DF Dent & Co's portfolio in Q1 2026, its #186 holding.
- DF Dent & Co first reported a position in UnitedHealth in Q4 2017 and has held it in 34 quarters since.
- DF Dent & Co's UnitedHealth position peaked at $3.73M in Q3 2024.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.