Dividend Assets Capital’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 | $9.17M | Buy |
33,883
+1,158
| +4% | +$345K | 1.83% | 20 |
|
|
2025
Q4 | $10.8M | Sell |
32,725
-1,015
| -3% | -$344K | 2.06% | 20 |
|
|
2025
Q3 | $11.7M | Buy |
33,740
+4,177
| +14% | +$1.26M | 2.04% | 15 |
|
|
2025
Q2 | $9.22M | Buy |
29,563
+5,225
| +21% | +$2M | 1.67% | 22 |
|
|
2025
Q1 | $12.7M | Buy |
24,338
+1,875
| +8% | +$959K | 2.41% | 10 |
|
|
2024
Q4 | $11.4M | Buy |
22,463
+680
| +3% | +$386K | 2.2% | 15 |
|
|
2024
Q3 | $12.7M | Buy |
21,783
+122
| +0.6% | +$69K | 2.44% | 10 |
|
|
2024
Q2 | $11M | Sell |
21,661
-136
| -0.6% | -$66.7K | 2.25% | 13 |
|
|
2024
Q1 | $10.8M | Sell |
21,797
-972
| -4% | -$494K | 2.27% | 11 |
|
|
2023
Q4 | $12M | Buy |
22,769
+1,159
| +5% | +$618K | 2.36% | 11 |
|
|
2023
Q3 | $10.9M | Buy |
21,610
+3,652
| +20% | +$1.8M | 2.26% | 11 |
|
|
2023
Q2 | $8.63M | Buy |
17,958
+5,086
| +40% | +$2.49M | 1.78% | 13 |
|
|
2023
Q1 | $6.83M | Hold |
12,872
| – | – | 1.45% | 17 |
|
|
2022
Q4 | $6.83M | Buy |
12,872
+437
| +4% | +$231K | 1.45% | 17 |
|
|
2022
Q3 | $6.28M | Sell |
12,435
-622
| -5% | -$327K | 1.44% | 18 |
|
|
2022
Q2 | $6.71M | Sell |
13,057
-428
| -3% | -$215K | 1.45% | 17 |
|
|
2022
Q1 | $6.88M | Buy |
13,485
+1,290
| +11% | +$622K | 1.3% | 22 |
|
|
2021
Q4 | $6.12M | Buy |
12,195
+1,598
| +15% | +$723K | 1.14% | 22 |
|
|
2021
Q3 | $4.14M | Buy |
10,597
+224
| +2% | +$92.8K | 0.83% | 30 |
|
|
2021
Q2 | $4.15M | Buy |
10,373
+137
| +1% | +$54.6K | 0.82% | 32 |
|
|
2021
Q1 | $3.81M | Buy |
10,236
+1,487
| +17% | +$515K | 0.72% | 40 |
|
|
2020
Q4 | $3.07M | Buy |
8,749
+2,502
| +40% | +$839K | 0.6% | 42 |
|
|
2020
Q3 | $1.95M | Buy |
6,247
+1,488
| +31% | +$457K | 0.46% | 53 |
|
|
2020
Q2 | $1.4M | Buy |
4,759
+3,815
| +404% | +$1.09M | 0.29% | 72 |
|
|
2020
Q1 | $235K | Buy |
+944
| New | +$260K | 0.06% | 138 |
|
|
2018
Q4 | – | Sell |
-2,280
| Closed | -$607K | – | 169 |
|
|
2018
Q3 | $607K | Sell |
2,280
-1,375
| -38% | -$358K | 0.08% | 122 |
|
|
2018
Q2 | $897K | Sell |
3,655
-50
| -1% | -$12K | 0.12% | 105 |
|
|
2018
Q1 | $793K | Sell |
3,705
-250
| -6% | -$57.1K | 0.04% | 104 |
|
|
2017
Q4 | $871K | Hold |
3,955
| – | – | 0.04% | 100 |
|
|
2017
Q3 | $775K | Sell |
3,955
-50
| -1% | -$9.66K | 0.03% | 103 |
|
|
2017
Q2 | $743K | Sell |
4,005
-125
| -3% | -$21.9K | 0.03% | 100 |
|
|
2017
Q1 | $677K | Sell |
4,130
-1,600
| -28% | -$262K | 0.02% | 97 |
|
|
2016
Q4 | $917K | Buy |
5,730
+380
| +7% | +$56.8K | 0.03% | 81 |
|
|
2016
Q3 | $749K | Sell |
5,350
-10
| -0.2% | -$1.4K | 0.02% | 72 |
|
|
2016
Q2 | $757K | Sell |
5,360
-10
| -0.2% | -$1.33K | 0.02% | 77 |
|
|
2016
Q1 | $692K | Buy |
5,370
+1,780
| +50% | +$211K | 0.02% | 74 |
|
|
2015
Q4 | $422K | Buy |
3,590
+15
| +0.4% | +$1.75K | 0.01% | 99 |
|
|
2015
Q3 | $415K | Buy |
3,575
+140
| +4% | +$16.8K | 0.01% | 97 |
|
|
2015
Q2 | $419K | Sell |
3,435
-1,430
| -29% | -$169K | 0.01% | 101 |
|
|
2015
Q1 | $575K | Buy |
4,865
+905
| +23% | +$101K | 0.01% | 91 |
|
|
2014
Q4 | $400K | Buy |
3,960
+15
| +0.4% | +$1.42K | 0.01% | 109 |
|
|
2014
Q3 | $340K | Buy |
+3,945
| New | +$333K | 0.01% | 119 |
|
Other funds holding UNH
VCM
VPM
Dividend Assets Capital's UNH Position: Q1 2026 in Review
Dividend Assets Capital increased its UnitedHealth (UNH) stake by 3.5% in Q1 2026, buying an estimated $345K and bringing the position to 33,883 shares worth $9.17M. The position accounts for 1.83% of the portfolio, ranked #20.
Dividend Assets Capital first reported a position in UNH in Q3 2014 and has held it in 42 quarters since. The position peaked at $12.7M in Q1 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Dividend Assets Capital held 33,883 shares of UnitedHealth worth $9.17M as of Q1 2026.
- Dividend Assets Capital bought 1,158 UnitedHealth shares in Q1 2026, an estimated $345K.
- UnitedHealth made up 1.83% of Dividend Assets Capital's portfolio in Q1 2026, its #20 holding.
- Dividend Assets Capital first reported a position in UnitedHealth in Q3 2014 and has held it in 42 quarters since.
- Dividend Assets Capital's UnitedHealth position peaked at $12.7M in Q1 2025.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Dividend Assets Capital's 13F filing for Q1 2026, filed 28 Apr 2026.