DIP
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DT Investment Partners’s UnitedHealth UNH Stock Holding History

DT Investment Partners’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 		$544K Hold
1,310
– – 0.04% 102
2026
Q1 		$354K Sell
1,310
-113
-8% -$33.7K 0.03% 114
2025
Q4 		$470K Hold
1,423
– – 0.04% 100
2025
Q3 		$491K Sell
1,423
-110
-7% -$33.3K 0.04% 98
2025
Q2 		$478K Hold
1,533
– – 0.04% 107
2025
Q1 		$803K Sell
1,533
-36
-2% -$18.4K 0.08% 97
2024
Q4 		$794K Sell
1,569
-2,349
-60% -$1.33M 0.07% 98
2024
Q3 		$2.29M Buy
3,918
+143
+4% +$80.9K 0.19% 62
2024
Q2 		$1.92M Buy
3,775
+13
+0.3% +$6.37K 0.17% 61
2024
Q1 		$1.86M Buy
3,762
+53
+1% +$26.9K 0.19% 57
2023
Q4 		$1.87M Sell
3,709
-150
-4% -$80K 0.2% 55
2023
Q3 		$1.95M Buy
3,859
+2,422
+169% +$1.19M 0.24% 52
2023
Q2 		$725K Hold
1,437
– – 0.08% 94
2023
Q1 		$712K Hold
1,437
– – 0.09% 94
2022
Q4 		$762K Hold
1,437
– – 0.1% 92
2022
Q3 		$726K Sell
1,437
-1,696
-54% -$892K 0.12% 89
2022
Q2 		$1.61M Buy
3,133
+430
+16% +$216K 0.24% 52
2022
Q1 		$1.38M Buy
2,703
+1,273
+89% +$614K 0.18% 64
2021
Q4 		$718K Sell
1,430
-3,630
-72% -$1.64M 0.09% 91
2021
Q3 		$1.98M Buy
5,060
+2,655
+110% +$1.1M 0.27% 51
2021
Q2 		$963K Buy
2,405
+172
+8% +$68.6K 0.13% 70
2021
Q1 		$831K Buy
2,233
+126
+6% +$43.7K 0.12% 75
2020
Q4 		$738K Buy
+2,107
New +$706K 0.12% 76
2015
Q3 		– Sell
-1,925
Closed -$235K – 114
2015
Q2 		$235K Buy
+1,925
New +$228K 0.06% 115

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

DT Investment Partners's UNH Position: Q2 2026 in Review

DT Investment Partners held its UnitedHealth (UNH) position steady in Q2 2026 at 1,310 shares worth $544K. The position accounts for 0.04% of the portfolio, ranked #102.

DT Investment Partners first reported a position in UNH in Q2 2015 and has held it in 24 quarters since. The position peaked at $2.29M in Q3 2024. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • DT Investment Partners held 1,310 shares of UnitedHealth worth $544K as of Q2 2026.
  • DT Investment Partners left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.04% of DT Investment Partners's portfolio in Q2 2026, its #102 holding.
  • DT Investment Partners first reported a position in UnitedHealth in Q2 2015 and has held it in 24 quarters since.
  • DT Investment Partners's UnitedHealth position peaked at $2.29M in Q3 2024.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.