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DGS Capital Management’s UnitedHealth UNH Stock Holding History

DGS Capital 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 		$512K Sell
1,892
-1,904
-50% -$567K 0.08% 230
2025
Q4 		$1.25M Sell
3,796
-84
-2% -$28.5K 0.21% 90
2025
Q3 		$1.34M Buy
3,880
+288
+8% +$87.1K 0.24% 74
2025
Q2 		$1.12M Buy
3,592
+1,305
+57% +$499K 0.23% 79
2025
Q1 		$1.2M Buy
2,287
+61
+3% +$31.2K 0.32% 60
2024
Q4 		$1.13M Sell
2,226
-94
-4% -$53.4K 0.28% 60
2024
Q3 		$1.36M Buy
2,320
+9
+0.4% +$5.09K 0.37% 50
2024
Q2 		$1.18M Sell
2,311
-312
-12% -$153K 0.33% 52
2024
Q1 		$1.3M Sell
2,623
-103
-4% -$52.4K 0.37% 39
2023
Q4 		$1.44M Buy
2,726
+163
+6% +$86.9K 0.55% 27
2023
Q3 		$1.29M Buy
2,563
+461
+22% +$227K 0.63% 26
2023
Q2 		$1.01M Buy
2,102
+288
+16% +$141K 0.5% 39
2023
Q1 		$857K Sell
1,814
-161
-8% -$77.7K 0.48% 39
2022
Q4 		$1.05M Buy
1,975
+12
+0.6% +$6.36K 0.68% 25
2022
Q3 		$991K Buy
1,963
+214
+12% +$113K 0.66% 19
2022
Q2 		$898K Buy
1,749
+72
+4% +$36.2K 0.72% 23
2022
Q1 		$855K Buy
1,677
+273
+19% +$132K 0.52% 30
2021
Q4 		$705K Buy
+1,404
New +$636K 0.44% 35

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DGS Capital Management's UNH Position: Q1 2026 in Review

DGS Capital Management reduced its UnitedHealth (UNH) stake by 50% in Q1 2026, selling an estimated $567K and leaving 1,892 shares worth $512K. The position accounts for 0.08% of the portfolio, ranked #230.

DGS Capital Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.44M in Q4 2023. 3,045 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • DGS Capital Management held 1,892 shares of UnitedHealth worth $512K as of Q1 2026.
  • DGS Capital Management sold 1,904 UnitedHealth shares in Q1 2026, an estimated $567K.
  • UnitedHealth made up 0.08% of DGS Capital Management's portfolio in Q1 2026, its #230 holding.
  • DGS Capital Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • DGS Capital Management's UnitedHealth position peaked at $1.44M in Q4 2023.
  • 3,045 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.