Dillon & Associates
UNH icon

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
Q3 		$406K Sell
1,107
-6
-0.5% -$2.42K 0.05% 62
2026
Q2 		$463K Hold
1,113
– – 0.06% 62
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% +$4.52K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Dillon & Associates's UNH Position: Q3 2026 in Review

Dillon & Associates reduced its UnitedHealth (UNH) stake by 0.54% in Q3 2026, selling an estimated $2.42K and leaving 1,107 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #62.

Dillon & Associates first reported a position in UNH in Q2 2018 and has held it in 34 quarters since. The position peaked at $705K in Q3 2024. 1,389 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Dillon & Associates held 1,107 shares of UnitedHealth worth $406K as of Q3 2026.
  • Dillon & Associates sold 6 UnitedHealth shares in Q3 2026, an estimated $2.42K.
  • UnitedHealth made up 0.05% of Dillon & Associates's portfolio in Q3 2026, its #62 holding.
  • Dillon & Associates first reported a position in UnitedHealth in Q2 2018 and has held it in 34 quarters since.
  • Dillon & Associates's UnitedHealth position peaked at $705K in Q3 2024.
  • 1,389 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Dillon & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.