Diamant Asset Management’s UnitedHealth UNH Stock Holding History

Diamant Asset 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	$570M	Buy	569,592 +567,422	+26,148%	+$169M	0.42%	43
2025 Q4	$716K	Buy	2,170 +250	+13%	+$84.7K	0.52%	39
2025 Q3	$663K	Sell	1,920 -150	-7%	-$45.4K	0.49%	39
2025 Q2	$646K	Hold	2,070	–	–	0.49%	40
2025 Q1	$1.08M	Buy	2,070 +250	+14%	+$128K	0.82%	26
2024 Q4	$921K	Sell	1,820 -30	-2%	-$17K	0.59%	30
2024 Q3	$1.08M	Sell	1,850 -40	-2%	-$22.6K	0.68%	29
2024 Q2	$963K	Buy	1,890 +150	+9%	+$73.5K	0.64%	30
2024 Q1	$861K	Buy	1,740 +1,093	+169%	+$556K	0.6%	35
2023 Q4	$341K	Hold	647	–	–	0.25%	60
2023 Q3	$326K	Hold	647	–	–	0.27%	56
2023 Q2	$311K	Hold	647	–	–	0.24%	59
2023 Q1	$306K	Buy	647 +2	+0.3%	+$965	0.25%	57
2022 Q4	$342K	Hold	645	–	–	0.31%	56
2022 Q3	$326K	Buy	645 +15	+2%	+$7.89K	0.32%	54
2022 Q2	$324K	Sell	630 -50	-7%	-$25.1K	0.29%	56
2022 Q1	$347K	Hold	680	–	–	0.27%	60
2021 Q4	$341K	Hold	680	–	–	0.25%	61
2021 Q3	$266K	Buy	+680	New	+$282K	0.22%	64
2021 Q1	$234K	Hold	630	–	–	0.21%	64
2020 Q4	$221K	Buy	+630	New	+$211K	0.2%	66
2019 Q3	–	Sell	-855	Closed	-$209K	–	74
2019 Q2	$209K	Hold	855	–	–	0.21%	70
2019 Q1	$211K	Hold	855	–	–	0.21%	73
2018 Q4	$213K	Hold	855	–	–	0.24%	75
2018 Q3	$227K	Buy	855 +30	+4%	+$7.8K	0.21%	76
2018 Q2	$202K	Buy	+825	New	+$198K	0.2%	79

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Diamant Asset Management's UNH Position: Q1 2026 in Review

Diamant Asset Management increased its UnitedHealth (UNH) stake by 26,148% in Q1 2026, buying an estimated $169M and bringing the position to 569,592 shares worth $570M. The position accounts for 0.42% of the portfolio, ranked #43.

Diamant Asset Management first reported a position in UNH in Q2 2018 and has held it in 26 quarters since. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Diamant Asset Management held 569,592 shares of UnitedHealth worth $570M as of Q1 2026.
Diamant Asset Management bought 567,422 UnitedHealth shares in Q1 2026, an estimated $169M.
UnitedHealth made up 0.42% of Diamant Asset Management's portfolio in Q1 2026, its #43 holding.
Diamant Asset Management first reported a position in UnitedHealth in Q2 2018 and has held it in 26 quarters since.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Diamant Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.