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Dorsey & Whitney Trust’s UnitedHealth UNH Stock Holding History

Dorsey & Whitney Trust’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 		$11M Sell
40,474
-1,162
-3% -$346K 0.6% 35
2025
Q4 		$13.7M Sell
41,636
-7,797
-16% -$2.64M 0.73% 25
2025
Q3 		$17.1M Buy
49,433
+2,894
+6% +$875K 0.9% 21
2025
Q2 		$14.5M Buy
46,539
+907
+2% +$347K 0.77% 26
2025
Q1 		$23.9M Buy
45,632
+506
+1% +$259K 1.38% 13
2024
Q4 		$22.8M Buy
45,126
+141
+0.3% +$80.1K 1.26% 14
2024
Q3 		$26.3M Buy
44,985
+4,218
+10% +$2.39M 1.4% 12
2024
Q2 		$20.8M Buy
40,767
+3,311
+9% +$1.62M 1.44% 10
2024
Q1 		$18.5M Sell
37,456
-135
-0.4% -$68.6K 1.27% 13
2023
Q4 		$19.8M Buy
37,591
+1,500
+4% +$800K 1.52% 10
2023
Q3 		$18.2M Buy
36,091
+804
+2% +$396K 1.59% 9
2023
Q2 		$17M Buy
35,287
+2,039
+6% +$997K 1.4% 13
2023
Q1 		$15.7M Buy
33,248
+209
+0.6% +$101K 1.43% 10
2022
Q4 		$17.5M Sell
33,039
-439
-1% -$233K 1.71% 7
2022
Q3 		$16.9M Sell
33,478
-131
-0.4% -$68.9K 1.77% 6
2022
Q2 		$17.3M Sell
33,609
-438
-1% -$220K 1.75% 7
2022
Q1 		$17.4M Buy
34,047
+109
+0.3% +$52.6K 1.52% 9
2021
Q4 		$17M Buy
33,938
+258
+0.8% +$117K 1.43% 13
2021
Q3 		$13.2M Sell
33,680
-314
-0.9% -$130K 1.22% 17
2021
Q2 		$13.6M Sell
33,994
-15
-0% -$5.98K 1.3% 17
2021
Q1 		$12.7M Buy
34,009
+3,169
+10% +$1.1M 1.26% 19
2020
Q4 		$10.8M Buy
30,840
+2,354
+8% +$789K 1.26% 20
2020
Q3 		$8.88M Buy
28,486
+66
+0.2% +$20.3K 1.18% 21
2020
Q2 		$8.38M Buy
28,420
+569
+2% +$163K 1.17% 21
2020
Q1 		$6.95M Buy
27,851
+739
+3% +$203K 1.17% 21
2019
Q4 		$7.97M Buy
27,112
+2,451
+10% +$641K 1.07% 22
2019
Q3 		$5.36M Buy
24,661
+2,964
+14% +$715K 0.79% 36
2019
Q2 		$5.29M Buy
21,697
+4,692
+28% +$1.13M 0.82% 36
2019
Q1 		$4.21M Buy
17,005
+165
+1% +$42.1K 0.66% 43
2018
Q4 		$4.2M Buy
16,840
+314
+2% +$82.9K 0.74% 41
2018
Q3 		$4.4M Sell
16,526
-10
-0.1% -$2.6K 0.68% 45
2018
Q2 		$4.06M Sell
16,536
-73
-0.4% -$17.5K 0.71% 42
2018
Q1 		$3.55M Sell
16,609
-107
-0.6% -$24.4K 0.65% 42
2017
Q4 		$3.69M Sell
16,716
-242
-1% -$51.3K 0.68% 44
2017
Q3 		$3.32M Buy
16,958
+160
+1% +$30.9K 0.66% 45
2017
Q2 		$3.12M Buy
16,798
+3,357
+25% +$589K 0.62% 46
2017
Q1 		$2.2M Buy
13,441
+1,258
+10% +$206K 0.45% 59
2016
Q4 		$1.95M Sell
12,183
-364
-3% -$54.4K 0.44% 60
2016
Q3 		$1.76M Sell
12,547
-428
-3% -$59.9K 0.4% 61
2016
Q2 		$1.83M Buy
12,975
+132
+1% +$17.6K 0.42% 58
2016
Q1 		$1.65M Buy
12,843
+8,010
+166% +$948K 0.41% 60
2015
Q4 		$568K Sell
4,833
-303
-6% -$35.4K 0.15% 120
2015
Q3 		$596K Sell
5,136
-694
-12% -$83.1K 0.17% 109
2015
Q2 		$711K Buy
5,830
+369
+7% +$43.6K 0.18% 99
2015
Q1 		$646K Sell
5,461
-143
-3% -$15.9K 0.16% 112
2014
Q4 		$567K Buy
5,604
+50
+0.9% +$4.74K 0.15% 124
2014
Q3 		$479K Buy
5,554
+145
+3% +$12.3K 0.13% 138
2014
Q2 		$442K Sell
5,409
-794
-13% -$62.5K 0.1% 146
2014
Q1 		$508K Sell
6,203
-2,583
-29% -$194K 0.12% 123
2013
Q4 		$663K Buy
8,786
+2,878
+49% +$207K 0.18% 103
2013
Q3 		$423K Buy
5,908
+2,813
+91% +$201K 0.13% 141
2013
Q2 		$203K Buy
+3,095
New +$193K 0.07% 222

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

Dorsey & Whitney Trust's UNH Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its UnitedHealth (UNH) stake by 2.8% in Q1 2026, selling an estimated $346K and leaving 40,474 shares worth $11M. The position accounts for 0.6% of the portfolio, ranked #35.

Dorsey & Whitney Trust first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.3M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Dorsey & Whitney Trust held 40,474 shares of UnitedHealth worth $11M as of Q1 2026.
  • Dorsey & Whitney Trust sold 1,162 UnitedHealth shares in Q1 2026, an estimated $346K.
  • UnitedHealth made up 0.6% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #35 holding.
  • Dorsey & Whitney Trust first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Dorsey & Whitney Trust's UnitedHealth position peaked at $26.3M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.