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DLK Investment Management’s UnitedHealth UNH Stock Holding History

DLK Investment 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
2026
Q2 		$5.74M Buy
+11,274
New +$4.18M 2.44% 14
2025
Q1 		– Sell
-8,607
Closed -$4.35M – 93
2024
Q4 		$4.35M Sell
8,607
-2,635
-23% -$1.5M 1.82% 24
2024
Q3 		$6.57M Sell
11,242
-32
-0.3% -$18.1K 2.52% 12
2024
Q2 		$5.74M Buy
11,274
+264
+2% +$129K 2.37% 15
2024
Q1 		$5.45M Buy
11,010
+314
+3% +$160K 2.31% 16
2023
Q4 		$5.63M Buy
+10,696
New +$5.7M 2.56% 12

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

DLK Investment Management's UNH Position: Q2 2026 in Review

DLK Investment Management opened a new position in UnitedHealth (UNH) in Q2 2026: 11,274 shares worth $5.74M. The stake represents 2.44% of the portfolio and ranks #14 among its holdings. This is a return to the name: DLK Investment Management previously reported a position in UNH as recently as Q4 2024.

DLK Investment Management first reported a position in UNH in Q4 2023 and has held it in 6 quarters since. The position peaked at $6.57M in Q3 2024. 940 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • DLK Investment Management held 11,274 shares of UnitedHealth worth $5.74M as of Q2 2026.
  • UnitedHealth was a new DLK Investment Management position in Q2 2026.
  • UnitedHealth made up 2.44% of DLK Investment Management's portfolio in Q2 2026, its #14 holding.
  • DLK Investment Management first reported a position in UnitedHealth in Q4 2023 and has held it in 6 quarters since.
  • DLK Investment Management's UnitedHealth position peaked at $6.57M in Q3 2024.
  • 940 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.