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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
Q2 		$148K Sell
357
-177
-33% -$65.6K ﹤0.01% 86
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
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 $3.38T AUM 44.17% 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

Dixon Mitchell Investment Counsel's UNH Position: Q2 2026 in Review

Dixon Mitchell Investment Counsel reduced its UnitedHealth (UNH) stake by 33% in Q2 2026, selling an estimated $65.6K and leaving 357 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #86.

Dixon Mitchell Investment Counsel first reported a position in UNH in Q1 2024 and has held it in 6 quarters since. The position peaked at $176K in Q4 2025. 3,393 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Dixon Mitchell Investment Counsel held 357 shares of UnitedHealth worth $148K as of Q2 2026.
  • Dixon Mitchell Investment Counsel sold 177 UnitedHealth shares in Q2 2026, an estimated $65.6K.
  • UnitedHealth made up ﹤0.01% of Dixon Mitchell Investment Counsel's portfolio in Q2 2026, its #86 holding.
  • Dixon Mitchell Investment Counsel first reported a position in UnitedHealth in Q1 2024 and has held it in 6 quarters since.
  • Dixon Mitchell Investment Counsel's UnitedHealth position peaked at $176K in Q4 2025.
  • 3,393 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.