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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimension Capital Management's UNH Position: Q2 2025 in Review

Dimension Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 990 shares — an estimated $519K sold.

Dimension Capital Management first reported a position in UNH in Q1 2019 and held it in 24 quarters. The position peaked at $616K in Q1 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Dimension Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Dimension Capital Management sold 990 UnitedHealth shares in Q2 2025, an estimated $519K.
  • Dimension Capital Management first reported a position in UnitedHealth in Q1 2019 and held it in 24 quarters.
  • Dimension Capital Management's UnitedHealth position peaked at $616K in Q1 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Dimension Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.