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Dunhill Financial’s UnitedHealth UNH Stock Holding History

Dunhill Financial’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 		$122K Sell
292
-37
-11% -$13.7K 0.02% 203
2026
Q1 		$89.2K Sell
329
-157
-32% -$46.8K 0.02% 232
2025
Q4 		$71.2K Buy
486
+273
+128% +$92.5K 0.02% 232
2025
Q3 		$73.5K Sell
213
-1,301
-86% -$393K 0.02% 214
2025
Q2 		$472K Buy
1,514
+1,138
+303% +$435K 0.14% 61
2025
Q1 		$197K Sell
376
-236
-39% -$121K 0.09% 101
2024
Q4 		$310K Buy
612
+194
+46% +$110K 0.14% 60
2024
Q3 		$244K Buy
418
+65
+18% +$36.8K 0.13% 68
2024
Q2 		$180K Buy
353
+50
+17% +$24.5K 0.11% 77
2024
Q1 		$150K Buy
303
+13
+4% +$6.61K 0.11% 61
2023
Q4 		$153K Buy
290
+19
+7% +$10.1K 0.14% 49
2023
Q3 		$142K Buy
271
+10
+4% +$4.92K 0.09% 63
2023
Q2 		$128K Buy
+261
New +$128K 0.08% 76

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 $3.38T AUM 44.17% 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

Dunhill Financial's UNH Position: Q2 2026 in Review

Dunhill Financial reduced its UnitedHealth (UNH) stake by 11% in Q2 2026, selling an estimated $13.7K and leaving 292 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #203.

Dunhill Financial first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. The position peaked at $472K in Q2 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Dunhill Financial held 292 shares of UnitedHealth worth $122K as of Q2 2026.
  • Dunhill Financial sold 37 UnitedHealth shares in Q2 2026, an estimated $13.7K.
  • UnitedHealth made up 0.02% of Dunhill Financial's portfolio in Q2 2026, its #203 holding.
  • Dunhill Financial first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
  • Dunhill Financial's UnitedHealth position peaked at $472K in Q2 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.