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Dorato Capital Management’s UnitedHealth UNH Stock Holding History

Dorato 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
Q2 		$834K Hold
1,964
– – 0.57% 37
2026
Q1 		$601K Hold
1,964
– – 0.44% 49
2025
Q4 		$658K Buy
+1,964
New +$666K 0.49% 44

Other funds holding UNH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

Dorato Capital Management's UNH Position: Q2 2026 in Review

Dorato Capital Management held its UnitedHealth (UNH) position steady in Q2 2026 at 1,964 shares worth $834K. The position accounts for 0.57% of the portfolio, ranked #37.

Dorato Capital Management first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 1,984 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Dorato Capital Management held 1,964 shares of UnitedHealth worth $834K as of Q2 2026.
  • Dorato Capital Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.57% of Dorato Capital Management's portfolio in Q2 2026, its #37 holding.
  • Dorato Capital Management first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 1,984 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.