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DHJJ Financial Advisors’s UnitedHealth UNH Stock Holding History

DHJJ Financial Advisors’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 		$29.2K Hold
70
– – 0.01% 493
2026
Q1 		$19K Hold
70
– – 0.01% 535
2025
Q4 		$23.1K Hold
70
– – 0.01% 483
2025
Q3 		$24.2K Sell
70
-18
-20% -$5.44K 0.01% 466
2025
Q2 		$27.4K Sell
88
-55
-38% -$21K 0.01% 435
2025
Q1 		$74.8K Buy
143
+18
+14% +$9.2K 0.03% 264
2024
Q4 		$63.2K Hold
125
– – 0.02% 272
2024
Q3 		$73K Sell
125
-20
-14% -$11.3K 0.03% 252
2024
Q2 		$73.7K Buy
145
+20
+16% +$9.8K 0.03% 237
2024
Q1 		$61.7K Hold
125
– – 0.03% 239
2023
Q4 		$65.7K Hold
125
– – 0.03% 228
2023
Q3 		$62.9K Buy
+125
New +$61.5K 0.03% 221

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DHJJ Financial Advisors's UNH Position: Q2 2026 in Review

DHJJ Financial Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 70 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #493.

DHJJ Financial Advisors first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $74.8K in Q1 2025. 1,642 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • DHJJ Financial Advisors held 70 shares of UnitedHealth worth $29.2K as of Q2 2026.
  • DHJJ Financial Advisors left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #493 holding.
  • DHJJ Financial Advisors first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's UnitedHealth position peaked at $74.8K in Q1 2025.
  • 1,642 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.