DWA
UNH icon

Douglass Winthrop Advisors’s UnitedHealth UNH Stock Holding History

Douglass Winthrop 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
Q1 		$1.17M Buy
4,310
+2,388
+124% +$711K 0.02% 145
2025
Q4 		$634K Buy
1,922
+212
+12% +$71.8K 0.01% 193
2025
Q3 		$590K Sell
1,710
-316
-16% -$95.6K 0.01% 193
2025
Q2 		$632K Sell
2,026
-9,662
-83% -$3.69M 0.01% 176
2025
Q1 		$6.12M Sell
11,688
-83,739
-88% -$42.8M 0.12% 66
2024
Q4 		$48.3M Sell
95,427
-131,732
-58% -$74.8M 0.94% 32
2024
Q3 		$133M Buy
227,159
+410
+0.2% +$232K 2.53% 13
2024
Q2 		$115M Buy
226,749
+11,291
+5% +$5.53M 2.36% 14
2024
Q1 		$107M Buy
215,458
+6,487
+3% +$3.3M 2.19% 21
2023
Q4 		$110M Buy
208,971
+245
+0.1% +$131K 2.46% 16
2023
Q3 		$105M Buy
208,726
+4,556
+2% +$2.24M 2.61% 11
2023
Q2 		$98.1M Buy
204,170
+6,766
+3% +$3.31M 2.34% 16
2023
Q1 		$93.3M Buy
197,404
+11,493
+6% +$5.55M 2.42% 15
2022
Q4 		$98.6M Buy
185,911
+2,025
+1% +$1.07M 2.7% 12
2022
Q3 		$92.9M Buy
183,886
+2,458
+1% +$1.29M 2.8% 12
2022
Q2 		$93.2M Buy
181,428
+3,432
+2% +$1.72M 2.62% 11
2022
Q1 		$90.8M Buy
177,996
+65,155
+58% +$31.4M 2.14% 17
2021
Q4 		$56.7M Buy
112,841
+99,698
+759% +$45.1M 1.27% 31
2021
Q3 		$5.13M Sell
13,143
-266
-2% -$110K 0.13% 66
2021
Q2 		$5.37M Sell
13,409
-135
-1% -$53.8K 0.13% 60
2021
Q1 		$5.04M Sell
13,544
-3,021
-18% -$1.05M 0.14% 59
2020
Q4 		$5.81M Buy
16,565
+67
+0.4% +$22.5K 0.17% 51
2020
Q3 		$5.14M Sell
16,498
-1,996
-11% -$613K 0.17% 53
2020
Q2 		$5.46M Sell
18,494
-678
-4% -$194K 0.2% 46
2020
Q1 		$4.78M Sell
19,172
-11,265
-37% -$3.1M 0.21% 47
2019
Q4 		$8.95M Sell
30,437
-1,192
-4% -$312K 0.32% 48
2019
Q3 		$6.87M Buy
31,629
+708
+2% +$171K 0.26% 51
2019
Q2 		$7.54M Sell
30,921
-245
-0.8% -$58.9K 0.3% 49
2019
Q1 		$7.71M Sell
31,166
-3,493
-10% -$891K 0.34% 50
2018
Q4 		$8.63M Buy
34,659
+184
+0.5% +$48.6K 0.43% 41
2018
Q3 		$9.17M Sell
34,475
-1,308
-4% -$340K 0.41% 44
2018
Q2 		$8.78M Buy
35,783
+90
+0.3% +$21.6K 0.39% 46
2018
Q1 		$7.64M Buy
35,693
+29,187
+449% +$6.67M 0.37% 53
2017
Q4 		$1.43M Sell
6,506
-474
-7% -$100K 0.08% 107
2017
Q3 		$1.37M Buy
6,980
+930
+15% +$180K 0.08% 107
2017
Q2 		$1.12M Hold
6,050
– – 0.07% 113
2017
Q1 		$992K Sell
6,050
-1,453
-19% -$238K 0.06% 119
2016
Q4 		$1.2M Buy
7,503
+1,425
+23% +$213K 0.08% 111
2016
Q3 		$851K Buy
6,078
+284
+5% +$39.8K 0.06% 124
2016
Q2 		$818K Hold
5,794
– – 0.06% 127
2016
Q1 		$747K Hold
5,794
– – 0.05% 131
2015
Q4 		$682K Buy
5,794
+1,278
+28% +$149K 0.05% 144
2015
Q3 		$524K Hold
4,516
– – 0.04% 154
2015
Q2 		$534K Hold
4,516
– – 0.04% 162
2015
Q1 		$534K Buy
4,516
+730
+19% +$81.1K 0.04% 162
2014
Q4 		$383K Buy
3,786
+251
+7% +$23.8K 0.03% 153
2014
Q3 		$305K Buy
3,535
+235
+7% +$19.9K 0.03% 163
2014
Q2 		$270K Hold
3,300
– – 0.02% 165
2014
Q1 		$271K Hold
3,300
– – 0.03% 164
2013
Q4 		$248K Sell
3,300
-150
-4% -$10.8K 0.03% 161
2013
Q3 		$247K Hold
3,450
– – 0.03% 155
2013
Q2 		$226K Buy
+3,450
New +$215K 0.03% 161

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

Douglass Winthrop Advisors's UNH Position: Q1 2026 in Review

Douglass Winthrop Advisors increased its UnitedHealth (UNH) stake by 124% in Q1 2026, buying an estimated $711K and bringing the position to 4,310 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #145.

Douglass Winthrop Advisors first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $133M in Q3 2024. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Douglass Winthrop Advisors held 4,310 shares of UnitedHealth worth $1.17M as of Q1 2026.
  • Douglass Winthrop Advisors bought 2,388 UnitedHealth shares in Q1 2026, an estimated $711K.
  • UnitedHealth made up 0.02% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #145 holding.
  • Douglass Winthrop Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Douglass Winthrop Advisors's UnitedHealth position peaked at $133M in Q3 2024.
  • 3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.