Dimensional Fund Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.35B | Sell |
5,000,063
-266,112
| -5% | -$79.2M | 0.28% | 41 |
|
|
2025
Q4 | $1.74B | Sell |
5,266,175
-115,080
| -2% | -$39M | 0.36% | 24 |
|
|
2025
Q3 | $1.86B | Sell |
5,381,255
-136,186
| -2% | -$41.2M | 0.4% | 22 |
|
|
2025
Q2 | $1.72B | Buy |
5,517,441
+320,014
| +6% | +$122M | 0.4% | 22 |
|
|
2025
Q1 | $2.72B | Buy |
5,197,427
+839,002
| +19% | +$429M | 0.68% | 13 |
|
|
2024
Q4 | $2.2B | Buy |
4,358,425
+344,082
| +9% | +$196M | 0.53% | 14 |
|
|
2024
Q3 | $2.35B | Buy |
4,014,343
+198,089
| +5% | +$112M | 0.57% | 12 |
|
|
2024
Q2 | $1.94B | Buy |
3,816,254
+880,183
| +30% | +$431M | 0.51% | 15 |
|
|
2024
Q1 | $1.45B | Buy |
2,936,071
+405,872
| +16% | +$206M | 0.39% | 25 |
|
|
2023
Q4 | $1.33B | Buy |
2,530,199
+16,864
| +0.7% | +$8.99M | 0.39% | 24 |
|
|
2023
Q3 | $1.27B | Buy |
2,513,335
+61,966
| +3% | +$30.5M | 0.42% | 24 |
|
|
2023
Q2 | $1.18B | Buy |
2,451,369
+75,702
| +3% | +$37M | 0.38% | 27 |
|
|
2023
Q1 | $1.12B | Buy |
2,375,667
+115,994
| +5% | +$56M | 0.38% | 26 |
|
|
2022
Q4 | $1.2M | Sell |
2,259,673
-211,894
| -9% | -$112M | 0.35% | 31 |
|
|
2022
Q3 | $1.25B | Sell |
2,471,567
-261,441
| -10% | -$137M | 0.48% | 17 |
|
|
2022
Q2 | $1.4B | Sell |
2,733,008
-237,312
| -8% | -$119M | 0.5% | 16 |
|
|
2022
Q1 | $1.52B | Sell |
2,970,320
-142,986
| -5% | -$69M | 0.47% | 19 |
|
|
2021
Q4 | $1.56B | Sell |
3,113,306
-196,214
| -6% | -$88.8M | 0.47% | 16 |
|
|
2021
Q3 | $1.29B | Buy |
3,309,520
+45,293
| +1% | +$18.8M | 0.42% | 21 |
|
|
2021
Q2 | $1.31B | Sell |
3,264,227
-132,037
| -4% | -$52.6M | 0.41% | 19 |
|
|
2021
Q1 | $1.26B | Buy |
3,396,264
+156,801
| +5% | +$54.3M | 0.42% | 18 |
|
|
2020
Q4 | $1.14B | Buy |
3,239,463
+189,222
| +6% | +$63.4M | 0.41% | 22 |
|
|
2020
Q3 | $951M | Buy |
3,050,241
+71,170
| +2% | +$21.9M | 0.4% | 26 |
|
|
2020
Q2 | $879M | Sell |
2,979,071
-29,886
| -1% | -$8.56M | 0.39% | 27 |
|
|
2020
Q1 | $750M | Sell |
3,008,957
-9,177
| -0.3% | -$2.53M | 0.39% | 29 |
|
|
2019
Q4 | $887M | Sell |
3,018,134
-75,434
| -2% | -$19.7M | 0.32% | 26 |
|
|
2019
Q3 | $672M | Buy |
3,093,568
+66,307
| +2% | +$16M | 0.26% | 42 |
|
|
2019
Q2 | $739M | Sell |
3,027,261
-38,574
| -1% | -$9.28M | 0.29% | 30 |
|
|
2019
Q1 | $758M | Buy |
3,065,835
+1,480
| +0% | +$377K | 0.3% | 30 |
|
|
2018
Q4 | $763M | Sell |
3,064,355
-92,815
| -3% | -$24.5M | 0.35% | 24 |
|
|
2018
Q3 | $840M | Buy |
3,157,170
+17,040
| +0.5% | +$4.43M | 0.32% | 24 |
|
|
2018
Q2 | $770M | Sell |
3,140,130
-3,543
| -0.1% | -$851K | 0.31% | 23 |
|
|
2018
Q1 | $673M | Buy |
3,143,673
+8,013
| +0.3% | +$1.83M | 0.28% | 27 |
|
|
2017
Q4 | $691M | Sell |
3,135,660
-40,131
| -1% | -$8.5M | 0.29% | 26 |
|
|
2017
Q3 | $622M | Buy |
3,175,791
+29,726
| +0.9% | +$5.74M | 0.27% | 27 |
|
|
2017
Q2 | $583M | Sell |
3,146,065
-135,662
| -4% | -$23.8M | 0.27% | 29 |
|
|
2017
Q1 | $538M | Buy |
3,281,727
+307,321
| +10% | +$50.3M | 0.26% | 30 |
|
|
2016
Q4 | $476M | Buy |
2,974,406
+81,444
| +3% | +$12.2M | 0.24% | 36 |
|
|
2016
Q3 | $405M | Sell |
2,892,962
-55,110
| -2% | -$7.72M | 0.22% | 44 |
|
|
2016
Q2 | $416M | Buy |
2,948,072
+29,303
| +1% | +$3.91M | 0.24% | 35 |
|
|
2016
Q1 | $376M | Sell |
2,918,769
-189,244
| -6% | -$22.4M | 0.23% | 46 |
|
|
2015
Q4 | $366M | Buy |
3,108,013
+92,985
| +3% | +$10.9M | 0.23% | 45 |
|
|
2015
Q3 | $350M | Sell |
3,015,028
-528,454
| -15% | -$63.2M | 0.23% | 45 |
|
|
2015
Q2 | $432M | Buy |
3,543,482
+84,894
| +2% | +$10M | 0.26% | 32 |
|
|
2015
Q1 | $409M | Buy |
3,458,588
+16,463
| +0.5% | +$1.83M | 0.26% | 32 |
|
|
2014
Q4 | $348M | Sell |
3,442,125
-17,076
| -0.5% | -$1.62M | 0.23% | 43 |
|
|
2014
Q3 | $298M | Buy |
3,459,201
+190,606
| +6% | +$16.1M | 0.21% | 53 |
|
|
2014
Q2 | $267M | Buy |
3,268,595
+392,000
| +14% | +$30.8M | 0.19% | 69 |
|
|
2014
Q1 | $236M | Buy |
2,876,595
+424,717
| +17% | +$32M | 0.18% | 72 |
|
|
2013
Q4 | $185M | Sell |
2,451,878
-583,681
| -19% | -$41.9M | 0.14% | 101 |
|
|
2013
Q3 | $217M | Buy |
3,035,559
+3,844
| +0.1% | +$275K | 0.19% | 65 |
|
|
2013
Q2 | $199M | Buy |
+3,031,715
| New | +$189M | 0.19% | 69 |
|
Other funds holding UNH
VCM
VPM
Dimensional Fund Advisors's UNH Position: Q1 2026 in Review
Dimensional Fund Advisors reduced its UnitedHealth (UNH) stake by 5.1% in Q1 2026, selling an estimated $79.2M and leaving 5,000,063 shares worth $1.35B. The position accounts for 0.28% of the portfolio, ranked #41.
Dimensional Fund Advisors first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.72B in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Dimensional Fund Advisors held 5,000,063 shares of UnitedHealth worth $1.35B as of Q1 2026.
- Dimensional Fund Advisors sold 266,112 UnitedHealth shares in Q1 2026, an estimated $79.2M.
- UnitedHealth made up 0.28% of Dimensional Fund Advisors's portfolio in Q1 2026, its #41 holding.
- Dimensional Fund Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Dimensional Fund Advisors's UnitedHealth position peaked at $2.72B in Q1 2025.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.