DWM
UNH icon

Dogwood Wealth Management’s UnitedHealth UNH Stock Holding History

Dogwood Wealth 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 		$97.7K Buy
235
+135
+135% +$50K 0.04% 112
2026
Q1 		$27.1K Buy
100
+16
+19% +$4.76K 0.01% 202
2025
Q4 		$27.7K Sell
84
-5
-6% -$1.69K 0.01% 167
2025
Q3 		$30.7K Sell
89
-1,318
-94% -$399K 0.01% 151
2025
Q2 		$433K Buy
1,407
+33
+2% +$12.6K 0.21% 75
2025
Q1 		$720K Buy
1,374
+159
+13% +$81.3K 0.38% 59
2024
Q4 		$615K Buy
1,215
+361
+42% +$205K 0.33% 60
2024
Q3 		$499K Buy
854
+46
+6% +$26K 0.29% 68
2024
Q2 		$411K Buy
808
+179
+28% +$87.7K 0.25% 56
2024
Q1 		$311K Buy
629
+107
+20% +$54.4K 0.21% 67
2023
Q4 		$275K Buy
+522
New +$278K 0.21% 63

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Dogwood Wealth Management's UNH Position: Q2 2026 in Review

Dogwood Wealth Management increased its UnitedHealth (UNH) stake by 135% in Q2 2026, buying an estimated $50K and bringing the position to 235 shares worth $97.7K. The position accounts for 0.04% of the portfolio, ranked #112.

Dogwood Wealth Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $720K in Q1 2025. 1,686 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Dogwood Wealth Management held 235 shares of UnitedHealth worth $97.7K as of Q2 2026.
  • Dogwood Wealth Management bought 135 UnitedHealth shares in Q2 2026, an estimated $50K.
  • UnitedHealth made up 0.04% of Dogwood Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Dogwood Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's UnitedHealth position peaked at $720K in Q1 2025.
  • 1,686 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.