DL
UNH icon

DOHJ LLC’s UnitedHealth UNH Stock Holding History

DOHJ LLC’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
2025
Q3 		– Sell
-4,978
Closed -$2.13M – 129
2025
Q2 		$2.13M Sell
4,978
-58
-1% -$22.2K 0.62% 45
2025
Q1 		$2.64M Buy
5,036
+247
+5% +$126K 0.6% 40
2024
Q4 		$2.42M Buy
4,789
+97
+2% +$55.1K 0.56% 45
2024
Q3 		$2.78M Sell
4,692
-2,128
-31% -$1.2M 0.65% 40
2024
Q2 		$3.47M Buy
6,820
+830
+14% +$407K 0.87% 32
2024
Q1 		$2.96M Buy
5,990
+241
+4% +$123K 0.79% 33
2023
Q4 		$3.03M Buy
5,749
+306
+6% +$163K 0.89% 31
2023
Q3 		$2.8M Buy
5,443
+286
+6% +$141K 1.25% 21
2023
Q2 		$2.48M Buy
5,157
+41
+0.8% +$20K 1.06% 25
2023
Q1 		$2.42M Sell
5,116
-365
-7% -$176K 1.22% 22
2022
Q4 		$2.91M Sell
5,481
-64
-1% -$33.9K 1.63% 16
2022
Q3 		$2.8M Buy
5,545
+184
+3% +$96.8K 1.89% 16
2022
Q2 		$2.75M Sell
5,361
-242
-4% -$122K 1.57% 18
2022
Q1 		$2.86M Sell
5,603
-411
-7% -$198K 1.38% 21
2021
Q4 		$3.02M Sell
6,014
-432
-7% -$196K 1.35% 19
2021
Q3 		$2.97M Buy
6,446
+257
+4% +$106K 1.41% 18
2021
Q2 		$2.48M Sell
6,189
-457
-7% -$182K 1.3% 19
2021
Q1 		$2.47M Buy
6,646
+33
+0.5% +$11.4K 1.44% 20
2020
Q4 		$2.18M Sell
6,613
-904
-12% -$303K 1.29% 25
2020
Q3 		$2.66M Buy
7,517
+253
+3% +$77.7K 1.67% 15
2020
Q2 		$2.21M Buy
7,264
+239
+3% +$68.5K 1.51% 16
2020
Q1 		$1.75M Buy
7,025
+1,217
+21% +$335K 1.7% 18
2019
Q4 		$1.71M Buy
+5,808
New +$1.52M 1.51% 21

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DOHJ LLC's UNH Position: Q3 2025 in Review

DOHJ LLC sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 4,978 shares — an estimated $2.13M sold.

DOHJ LLC first reported a position in UNH in Q4 2019 and held it in 23 quarters. The position peaked at $3.47M in Q2 2024. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • DOHJ LLC reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 4,978 UnitedHealth shares in Q3 2025, an estimated $2.13M.
  • DOHJ LLC first reported a position in UnitedHealth in Q4 2019 and held it in 23 quarters.
  • DOHJ LLC's UnitedHealth position peaked at $3.47M in Q2 2024.
  • 3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.