Dougherty Wealth Advisers’s UnitedHealth UNH Stock Holding History

Dougherty Wealth Advisers’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	–	Sell	-510	Closed	-$168K	–	122
2025 Q4	$168K	Hold	510	–	–	0.1%	49
2025 Q3	$176K	Hold	510	–	–	0.11%	40
2025 Q2	$159K	Hold	510	–	–	0.11%	43
2025 Q1	$267K	Hold	510	–	–	0.2%	31
2024 Q4	$258K	Hold	510	–	–	0.2%	31
2024 Q3	$298K	Sell	510 -28	-5%	-$15.8K	0.24%	27
2024 Q2	$274K	Buy	538 +20	+4%	+$9.8K	0.24%	27
2024 Q1	$256K	Hold	518	–	–	0.23%	28
2023 Q4	$273K	Hold	518	–	–	0.25%	28
2023 Q3	$261K	Hold	518	–	–	0.3%	23
2023 Q2	$249K	Sell	518 -53	-9%	-$25.9K	0.34%	28
2023 Q1	$270K	Hold	571	–	–	0.41%	26
2022 Q4	$303K	Hold	571	–	–	0.5%	25
2022 Q3	$288K	Hold	571	–	–	0.57%	19
2022 Q2	$293K	Hold	571	–	–	0.55%	20
2022 Q1	$291K	Hold	571	–	–	0.44%	24
2021 Q4	$287K	Hold	571	–	–	0.4%	30
2021 Q3	$223K	Hold	571	–	–	0.33%	33
2021 Q2	$229K	Hold	571	–	–	0.34%	32
2021 Q1	$212K	Hold	571	–	–	0.32%	32
2020 Q4	$200K	Hold	571	–	–	0.31%	33
2020 Q3	$178K	Hold	571	–	–	0.61%	34
2020 Q2	$168K	Hold	571	–	–	0.61%	34
2020 Q1	$142K	Hold	571	–	–	0.57%	40
2019 Q4	$168K	Hold	571	–	–	0.51%	41
2019 Q3	$124K	Sell	571 -350	-38%	-$84.5K	0.41%	46
2019 Q2	$225K	Buy	921 +350	+61%	+$84.2K	0.64%	38
2019 Q1	$141K	Hold	571	–	–	0.48%	43
2018 Q4	$154K	Buy	+571	New	+$151K	0.51%	43

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dougherty Wealth Advisers's UNH Position: Q1 2026 in Review

Dougherty Wealth Advisers sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 510 shares — an estimated $168K sold.

Dougherty Wealth Advisers first reported a position in UNH in Q4 2018 and held it in 29 quarters. The position peaked at $303K in Q4 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Dougherty Wealth Advisers reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Dougherty Wealth Advisers sold 510 UnitedHealth shares in Q1 2026, an estimated $168K.
Dougherty Wealth Advisers first reported a position in UnitedHealth in Q4 2018 and held it in 29 quarters.
Dougherty Wealth Advisers's UnitedHealth position peaked at $303K in Q4 2022.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.