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Donaldson Capital Management’s UnitedHealth UNH Stock Holding History

Donaldson Capital 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
Q1 		$837K Sell
3,094
-10,870
-78% -$3.24M 0.03% 149
2025
Q4 		$4.61M Sell
13,964
-139,766
-91% -$47.4M 0.15% 77
2025
Q3 		$53.1M Buy
153,730
+7,570
+5% +$2.29M 1.68% 25
2025
Q2 		$45.6M Buy
146,160
+36,200
+33% +$13.8M 1.67% 25
2025
Q1 		$57.6M Buy
109,960
+1,139
+1% +$582K 2.18% 19
2024
Q4 		$55M Buy
108,821
+1,936
+2% +$1.1M 2.1% 18
2024
Q3 		$62.5M Buy
106,885
+2,973
+3% +$1.68M 2.4% 14
2024
Q2 		$52.9M Sell
103,912
-155
-0.1% -$76K 2.22% 17
2024
Q1 		$51.5M Buy
104,067
+158
+0.2% +$80.3K 2.14% 19
2023
Q4 		$54.7M Buy
103,909
+10,390
+11% +$5.54M 2.45% 15
2023
Q3 		$47.2M Buy
93,519
+78,191
+510% +$38.5M 2.22% 19
2023
Q2 		$7.37M Buy
15,328
+82
+0.5% +$40.1K 0.34% 44
2023
Q1 		$7.2M Sell
15,246
-2,646
-15% -$1.28M 0.34% 45
2022
Q4 		$9.49M Buy
17,892
+1,066
+6% +$565K 0.46% 40
2022
Q3 		$8.5M Buy
16,826
+115
+0.7% +$60.5K 0.47% 41
2022
Q2 		$8.58M Sell
16,711
-366
-2% -$184K 0.44% 41
2022
Q1 		$8.71M Buy
17,077
+4,101
+32% +$1.98M 0.4% 47
2021
Q4 		$6.52M Buy
12,976
+6,584
+103% +$2.98M 0.29% 57
2021
Q3 		$2.5M Sell
6,392
-59
-0.9% -$24.4K 0.13% 78
2021
Q2 		$2.58M Sell
6,451
-269
-4% -$107K 0.13% 78
2021
Q1 		$2.5M Sell
6,720
-505
-7% -$175K 0.14% 77
2020
Q4 		$2.53M Buy
7,225
+825
+13% +$277K 0.15% 73
2020
Q3 		$2M Sell
6,400
-633
-9% -$194K 0.13% 74
2020
Q2 		$2.07M Sell
7,033
-41
-0.6% -$11.7K 0.15% 69
2020
Q1 		$1.76M Sell
7,074
-117
-2% -$32.2K 0.15% 68
2019
Q4 		$2.11M Sell
7,191
-503
-7% -$132K 0.14% 75
2019
Q3 		$1.67M Sell
7,694
-1,134
-13% -$274K 0.12% 81
2019
Q2 		$2.15M Sell
8,828
-8,340
-49% -$2.01M 0.18% 61
2019
Q1 		$4.25M Sell
17,168
-2,658
-13% -$678K 0.38% 45
2018
Q4 		$4.94M Sell
19,826
-2,113
-10% -$558K 0.5% 34
2018
Q3 		$5.84M Buy
21,939
+1,483
+7% +$386K 0.51% 38
2018
Q2 		$5.02M Buy
20,456
+397
+2% +$95.3K 0.49% 33
2018
Q1 		$4.29M Sell
20,059
-787
-4% -$180K 0.42% 39
2017
Q4 		$4.6M Buy
20,846
+303
+1% +$64.2K 0.45% 35
2017
Q3 		$4.02M Buy
20,543
+813
+4% +$157K 0.42% 36
2017
Q2 		$3.66M Sell
19,730
-224
-1% -$39.3K 0.41% 39
2017
Q1 		$3.27M Sell
19,954
-2,135
-10% -$350K 0.38% 40
2016
Q4 		$3.54M Sell
22,089
-1,173
-5% -$175K 0.43% 40
2016
Q3 		$3.26M Sell
23,262
-1,099
-5% -$154K 0.43% 40
2016
Q2 		$3.44M Buy
24,361
+1,324
+6% +$177K 0.48% 41
2016
Q1 		$2.97M Buy
23,037
+1,918
+9% +$227K 0.43% 38
2015
Q4 		$2.48M Buy
21,119
+402
+2% +$47K 0.36% 41
2015
Q3 		$2.4M Buy
20,717
+550
+3% +$65.8K 0.36% 42
2015
Q2 		$2.46M Buy
+20,167
New +$2.39M 0.35% 45

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Donaldson Capital Management's UNH Position: Q1 2026 in Review

Donaldson Capital Management reduced its UnitedHealth (UNH) stake by 78% in Q1 2026, selling an estimated $3.24M and leaving 3,094 shares worth $837K. The position accounts for 0.03% of the portfolio, ranked #149.

Donaldson Capital Management first reported a position in UNH in Q2 2015 and has held it in 44 quarters since. The position peaked at $62.5M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Donaldson Capital Management held 3,094 shares of UnitedHealth worth $837K as of Q1 2026.
  • Donaldson Capital Management sold 10,870 UnitedHealth shares in Q1 2026, an estimated $3.24M.
  • UnitedHealth made up 0.03% of Donaldson Capital Management's portfolio in Q1 2026, its #149 holding.
  • Donaldson Capital Management first reported a position in UnitedHealth in Q2 2015 and has held it in 44 quarters since.
  • Donaldson Capital Management's UnitedHealth position peaked at $62.5M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.