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Dimension Capital Management’s UnitedHealth UNH Stock Holding History

Dimension Capital 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
Q2 		$246K Buy
+591
New +$219K 0.03% 125
2025
Q2 		– Sell
-990
Closed -$519K – 115
2025
Q1 		$519K Sell
990
-21
-2% -$10.7K 0.09% 71
2024
Q4 		$511K Buy
1,011
+4
+0.4% +$2.27K 0.08% 67
2024
Q3 		$589K Sell
1,007
-62
-6% -$35.1K 0.11% 63
2024
Q2 		$544K Sell
1,069
-176
-14% -$86.3K 0.11% 63
2024
Q1 		$616K Buy
1,245
+99
+9% +$50.3K 0.12% 58
2023
Q4 		$603K Buy
+1,146
New +$611K 0.13% 58
2023
Q3 		– Sell
-1,086
Closed -$522K – 108
2023
Q2 		$522K Buy
1,086
+16
+1% +$7.82K 0.11% 56
2023
Q1 		$506K Buy
1,070
+32
+3% +$15.4K 0.12% 56
2022
Q4 		$550K Buy
1,038
+44
+4% +$23.3K 0.13% 51
2022
Q3 		$502K Hold
994
– – 0.12% 62
2022
Q2 		$510K Hold
994
– – 0.12% 58
2022
Q1 		$507K Hold
994
– – 0.09% 68
2021
Q4 		$499K Hold
994
– – 0.09% 71
2021
Q3 		$389K Sell
994
-100
-9% -$41.4K 0.08% 81
2021
Q2 		$438K Sell
1,094
-275
-20% -$110K 0.1% 75
2021
Q1 		$510K Buy
1,369
+245
+22% +$84.9K 0.12% 69
2020
Q4 		$395K Sell
1,124
-103
-8% -$34.5K 0.11% 63
2020
Q3 		$384K Buy
1,227
+9
+0.7% +$2.77K 0.12% 70
2020
Q2 		$359K Buy
1,218
+119
+11% +$34.1K 0.11% 74
2020
Q1 		$273K Buy
1,099
+7
+0.6% +$1.93K 0.1% 78
2019
Q4 		$321K Sell
1,092
-3
-0.3% -$785 0.09% 81
2019
Q3 		$238K Sell
1,095
-13
-1% -$3.14K 0.08% 87
2019
Q2 		$271K Buy
1,108
+13
+1% +$3.13K 0.09% 90
2019
Q1 		$271K Buy
+1,095
New +$279K 0.12% 81

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimension Capital Management's UNH Position: Q2 2026 in Review

Dimension Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 591 shares worth $246K. The stake represents 0.03% of the portfolio and ranks #125 among its holdings. This is a return to the name: Dimension Capital Management previously reported a position in UNH as recently as Q1 2025.

Dimension Capital Management first reported a position in UNH in Q1 2019 and has held it in 25 quarters since. The position peaked at $616K in Q1 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Dimension Capital Management held 591 shares of UnitedHealth worth $246K as of Q2 2026.
  • UnitedHealth was a new Dimension Capital Management position in Q2 2026.
  • UnitedHealth made up 0.03% of Dimension Capital Management's portfolio in Q2 2026, its #125 holding.
  • Dimension Capital Management first reported a position in UnitedHealth in Q1 2019 and has held it in 25 quarters since.
  • Dimension Capital Management's UnitedHealth position peaked at $616K in Q1 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Dimension Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.