DA
UNH icon

Dover Advisors’s UnitedHealth UNH Stock Holding History

Dover 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
Q2 		$1.94M Buy
5,872
+158
+3% +$58.6K 0.79% 37
2026
Q1 		$1.55M Sell
5,714
-158
-3% -$47.1K 0.64% 44
2025
Q4 		$1.94M Sell
5,872
-112
-2% -$38K 0.75% 40
2025
Q3 		$2.07M Sell
5,984
-15
-0.3% -$4.54K 0.82% 36
2025
Q2 		$1.87M Buy
5,999
+37
+0.6% +$14.1K 0.82% 36
2025
Q1 		$3.12M Sell
5,962
-33
-0.6% -$16.9K 1.36% 16
2024
Q4 		$3.03M Sell
5,995
-583
-9% -$331K 1.74% 9
2024
Q3 		$3.85M Sell
6,578
-122
-2% -$69K 2.18% 7
2024
Q2 		$3.41M Buy
6,700
+321
+5% +$157K 2.11% 8
2024
Q1 		$3.16M Buy
6,379
+2,503
+65% +$1.27M 2.16% 8
2023
Q4 		$2.04M Sell
3,876
-1,411
-27% -$753K 2.68% 5
2023
Q3 		$2.67M Buy
5,287
+9
+0.2% +$4.43K 2.7% 4
2023
Q2 		$2.54M Sell
5,278
-127
-2% -$62.1K 2.25% 6
2023
Q1 		$2.55M Buy
5,405
+1,263
+30% +$609K 2.46% 5
2022
Q4 		$2.2M Buy
+4,142
New +$2.19M 2.37% 6

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dover Advisors's UNH Position: Q2 2026 in Review

Dover Advisors increased its UnitedHealth (UNH) stake by 2.8% in Q2 2026, buying an estimated $58.6K and bringing the position to 5,872 shares worth $1.94M. The position accounts for 0.79% of the portfolio, ranked #37.

Dover Advisors first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.85M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Dover Advisors held 5,872 shares of UnitedHealth worth $1.94M as of Q2 2026.
  • Dover Advisors bought 158 UnitedHealth shares in Q2 2026, an estimated $58.6K.
  • UnitedHealth made up 0.79% of Dover Advisors's portfolio in Q2 2026, its #37 holding.
  • Dover Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Dover Advisors's UnitedHealth position peaked at $3.85M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.