Dixon Mitchell Investment Counsel’s UnitedHealth UNH Stock Holding History

Dixon Mitchell Investment Counsel’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 Q1	$144K	Hold	534	–	–	0.01%	96
2025 Q4	$176K	Buy	+534	New	+$181K	0.01%	81
2025 Q1	–	Sell	-15	Closed	-$7.59K	–	119
2024 Q4	$7.59K	Buy	+15	New	+$8.52K	﹤0.01%	94
2024 Q3	–	Sell	-17	Closed	-$8.66K	–	154
2024 Q2	$8.66K	Buy	17 +8	+89%	+$3.92K	﹤0.01%	113
2024 Q1	$4.45K	Buy	+9	New	+$4.58K	﹤0.01%	163

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dixon Mitchell Investment Counsel's UNH Position: Q1 2026 in Review

Dixon Mitchell Investment Counsel held its UnitedHealth (UNH) position steady in Q1 2026 at 534 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #96.

Dixon Mitchell Investment Counsel first reported a position in UNH in Q1 2024 and has held it in 5 quarters since. The position peaked at $176K in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Dixon Mitchell Investment Counsel held 534 shares of UnitedHealth worth $144K as of Q1 2026.
Dixon Mitchell Investment Counsel left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.01% of Dixon Mitchell Investment Counsel's portfolio in Q1 2026, its #96 holding.
Dixon Mitchell Investment Counsel first reported a position in UnitedHealth in Q1 2024 and has held it in 5 quarters since.
Dixon Mitchell Investment Counsel's UnitedHealth position peaked at $176K in Q4 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q1 2026, filed 14 May 2026.