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Dillon & Associates’s UnitedHealth UNH Stock Holding History

Dillon & Associates’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 		$302K Hold
1,113
– – 0.04% 67
2025
Q4 		$367K Hold
1,113
– – 0.05% 63
2025
Q3 		$384K Buy
1,113
+7
+0.6% +$2.12K 0.05% 61
2025
Q2 		$345K Sell
1,106
-44
-4% -$16.8K 0.05% 64
2025
Q1 		$603K Sell
1,150
-17
-1% -$8.69K 0.09% 59
2024
Q4 		$591K Sell
1,167
-38
-3% -$21.6K 0.08% 61
2024
Q3 		$705K Buy
1,205
+8
+0.7% +$4.53K 0.1% 58
2024
Q2 		$609K Hold
1,197
– – 0.09% 62
2024
Q1 		$593K Hold
1,197
– – 0.09% 61
2023
Q4 		$630K Buy
1,197
+9
+0.8% +$4.8K 0.11% 60
2023
Q3 		$599K Hold
1,188
– – 0.12% 60
2023
Q2 		$571K Hold
1,188
– – 0.11% 61
2023
Q1 		$562K Buy
1,188
+16
+1% +$7.72K 0.11% 60
2022
Q4 		$621K Sell
1,172
-15
-1% -$7.95K 0.13% 58
2022
Q3 		$599K Hold
1,187
– – 0.14% 58
2022
Q2 		$610K Hold
1,187
– – 0.14% 55
2022
Q1 		$605K Hold
1,187
– – 0.11% 53
2021
Q4 		$596K Buy
1,187
+43
+4% +$19.5K 0.1% 54
2021
Q3 		$447K Hold
1,144
– – 0.09% 56
2021
Q2 		$458K Hold
1,144
– – 0.09% 56
2021
Q1 		$426K Sell
1,144
-17
-1% -$5.89K 0.09% 56
2020
Q4 		$408K Hold
1,161
– – 0.09% 55
2020
Q3 		$362K Buy
1,161
+61
+6% +$18.7K 0.09% 54
2020
Q2 		$325K Hold
1,100
– – 0.09% 57
2020
Q1 		$274K Hold
1,100
– – 0.09% 58
2019
Q4 		$323K Hold
1,100
– – 0.09% 58
2019
Q3 		$239K Hold
1,100
– – 0.07% 63
2019
Q2 		$268K Buy
1,100
+200
+22% +$48.1K 0.08% 59
2019
Q1 		$222K Hold
900
– – 0.07% 62
2018
Q4 		$224K Hold
900
– – 0.09% 61
2018
Q3 		$239K Hold
900
– – 0.08% 64
2018
Q2 		$221K Buy
+900
New +$216K 0.08% 65

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dillon & Associates's UNH Position: Q1 2026 in Review

Dillon & Associates held its UnitedHealth (UNH) position steady in Q1 2026 at 1,113 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #67.

Dillon & Associates first reported a position in UNH in Q2 2018 and has held it in 32 quarters since. The position peaked at $705K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Dillon & Associates held 1,113 shares of UnitedHealth worth $302K as of Q1 2026.
  • Dillon & Associates left its UnitedHealth share count unchanged in Q1 2026.
  • UnitedHealth made up 0.04% of Dillon & Associates's portfolio in Q1 2026, its #67 holding.
  • Dillon & Associates first reported a position in UnitedHealth in Q2 2018 and has held it in 32 quarters since.
  • Dillon & Associates's UnitedHealth position peaked at $705K in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Dillon & Associates's 13F filing for Q1 2026, filed 7 May 2026.