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Doliver Advisors’s UnitedHealth UNH Stock Holding History

Doliver Advisors’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 		$897K Sell
2,159
-22
-1% -$8.15K 0.2% 80
2026
Q1 		$590K Sell
2,181
-134
-6% -$39.9K 0.13% 107
2025
Q4 		$764K Sell
2,315
-1,527
-40% -$517K 0.19% 92
2025
Q3 		$1.33M Sell
3,842
-691
-15% -$209K 0.34% 52
2025
Q2 		$1.41M Buy
+4,533
New +$1.73M 0.39% 45
2025
Q1 		– Sell
-1,751
Closed -$886K – 169
2024
Q4 		$886K Sell
1,751
-1,337
-43% -$760K 0.25% 67
2024
Q3 		$1.81M Sell
3,088
-313
-9% -$177K 0.5% 32
2024
Q2 		$1.73M Sell
3,401
-8
-0.2% -$3.92K 0.48% 31
2024
Q1 		$1.69M Sell
3,409
-397
-10% -$202K 0.47% 34
2023
Q4 		$2M Buy
3,806
+16
+0.4% +$8.53K 0.61% 21
2023
Q3 		$1.91M Sell
3,790
-60
-2% -$29.5K 0.58% 24
2023
Q2 		$1.85M Buy
3,850
+479
+14% +$234K 0.56% 23
2023
Q1 		$1.59M Sell
3,371
-442
-12% -$213K 0.5% 29
2022
Q4 		$2.02M Sell
3,813
-79
-2% -$41.8K 0.66% 19
2022
Q3 		$1.97M Sell
3,892
-3
-0.1% -$1.58K 0.73% 18
2022
Q2 		$2M Sell
3,895
-1,097
-22% -$551K 0.71% 20
2022
Q1 		$2.55M Sell
4,992
-1,085
-18% -$523K 0.8% 18
2021
Q4 		$2.94M Sell
6,077
-1,482
-20% -$671K 0.92% 14
2021
Q3 		$2.95M Buy
7,559
+39
+0.5% +$16.2K 0.99% 11
2021
Q2 		$3.01M Buy
7,520
+1,669
+29% +$665K 1% 10
2021
Q1 		$2.18M Buy
5,851
+279
+5% +$96.7K 0.81% 20
2020
Q4 		$1.95M Buy
5,572
+407
+8% +$136K 0.86% 18
2020
Q3 		$1.61M Sell
5,165
-3,667
-42% -$1.13M 0.82% 19
2020
Q2 		$2.6M Sell
8,832
-3,100
-26% -$888K 1.16% 15
2020
Q1 		$3.51M Buy
11,932
+1,651
+16% +$454K 1.73% 6
2019
Q4 		$3.02M Sell
10,281
-1,014
-9% -$265K 1.19% 8
2019
Q3 		$2.69M Buy
11,295
+1,627
+17% +$393K 1.08% 8
2019
Q2 		$2.36M Buy
9,668
+3,253
+51% +$782K 0.93% 9
2019
Q1 		$1.59M Buy
6,415
+2,222
+53% +$567K 0.64% 17
2018
Q4 		$1.04M Buy
+4,193
New +$1.11M 0.51% 21

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
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

Doliver Advisors's UNH Position: Q2 2026 in Review

Doliver Advisors reduced its UnitedHealth (UNH) stake by 1% in Q2 2026, selling an estimated $8.15K and leaving 2,159 shares worth $897K. The position accounts for 0.2% of the portfolio, ranked #80.

Doliver Advisors first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.51M in Q1 2020. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Doliver Advisors held 2,159 shares of UnitedHealth worth $897K as of Q2 2026.
  • Doliver Advisors sold 22 UnitedHealth shares in Q2 2026, an estimated $8.15K.
  • UnitedHealth made up 0.2% of Doliver Advisors's portfolio in Q2 2026, its #80 holding.
  • Doliver Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Doliver Advisors's UnitedHealth position peaked at $3.51M in Q1 2020.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.