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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
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 $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

Dunhill Financial's UNH Position: Q1 2026 in Review

Dunhill Financial reduced its UnitedHealth (UNH) stake by 32% in Q1 2026, selling an estimated $46.8K and leaving 329 shares worth $89.2K. The position accounts for 0.02% of the portfolio, ranked #232.

Dunhill Financial first reported a position in UNH in Q2 2023 and has held it in 12 quarters since. The position peaked at $472K in Q2 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Dunhill Financial held 329 shares of UnitedHealth worth $89.2K as of Q1 2026.
  • Dunhill Financial sold 157 UnitedHealth shares in Q1 2026, an estimated $46.8K.
  • UnitedHealth made up 0.02% of Dunhill Financial's portfolio in Q1 2026, its #232 holding.
  • Dunhill Financial first reported a position in UnitedHealth in Q2 2023 and has held it in 12 quarters since.
  • Dunhill Financial's UnitedHealth position peaked at $472K in Q2 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.