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Dickmeyer Boyce Financial Management’s UnitedHealth UNH Stock Holding History

Dickmeyer Boyce Financial 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
Q3 		$558K Sell
1,519
-29
-2% -$11.7K 0.29% 79
2026
Q2 		$643K Buy
1,548
+207
+15% +$76.7K 0.33% 74
2026
Q1 		$363K Buy
+1,341
New +$399K 0.21% 94

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Dickmeyer Boyce Financial Management's UNH Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its UnitedHealth (UNH) stake by 1.9% in Q3 2026, selling an estimated $11.7K and leaving 1,519 shares worth $558K. The position accounts for 0.29% of the portfolio, ranked #79.

Dickmeyer Boyce Financial Management first reported a position in UNH in Q1 2026 and has held it in 3 quarters since. The position peaked at $643K in Q2 2026. 114 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 1,519 shares of UnitedHealth worth $558K as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 29 UnitedHealth shares in Q3 2026, an estimated $11.7K.
  • UnitedHealth made up 0.29% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #79 holding.
  • Dickmeyer Boyce Financial Management first reported a position in UnitedHealth in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's UnitedHealth position peaked at $643K in Q2 2026.
  • 114 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.