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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
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 $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

Dover Advisors's UNH Position: Q1 2026 in Review

Dover Advisors reduced its UnitedHealth (UNH) stake by 2.7% in Q1 2026, selling an estimated $47.1K and leaving 5,714 shares worth $1.55M. The position accounts for 0.64% of the portfolio, ranked #44.

Dover Advisors first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.85M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Dover Advisors held 5,714 shares of UnitedHealth worth $1.55M as of Q1 2026.
  • Dover Advisors sold 158 UnitedHealth shares in Q1 2026, an estimated $47.1K.
  • UnitedHealth made up 0.64% of Dover Advisors's portfolio in Q1 2026, its #44 holding.
  • Dover Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Dover Advisors's UnitedHealth position peaked at $3.85M in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.