DCA
UNH icon

DSG Capital Advisors’s UnitedHealth UNH Stock Holding History

DSG Capital 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 		$17M Sell
62,895
-330
-0.5% -$98.3K 2.72% 13
2025
Q4 		$21.4M Sell
63,225
-742
-1% -$251K 3.26% 10
2025
Q3 		$22.1M Buy
63,967
+1,275
+2% +$386K 3.52% 8
2025
Q2 		$19.6M Buy
62,692
+11,738
+23% +$4.49M 3.48% 7
2025
Q1 		$26.7M Buy
50,954
+335
+0.7% +$171K 5.39% 3
2024
Q4 		$25.6M Buy
+50,619
New +$28.8M 4.64% 3

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

DSG Capital Advisors's UNH Position: Q1 2026 in Review

DSG Capital Advisors reduced its UnitedHealth (UNH) stake by 0.52% in Q1 2026, selling an estimated $98.3K and leaving 62,895 shares worth $17M. The position accounts for 2.72% of the portfolio, ranked #13.

DSG Capital Advisors first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.7M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • DSG Capital Advisors held 62,895 shares of UnitedHealth worth $17M as of Q1 2026.
  • DSG Capital Advisors sold 330 UnitedHealth shares in Q1 2026, an estimated $98.3K.
  • UnitedHealth made up 2.72% of DSG Capital Advisors's portfolio in Q1 2026, its #13 holding.
  • DSG Capital Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • DSG Capital Advisors's UnitedHealth position peaked at $26.7M in Q1 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on DSG Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.