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Dynamic Advisor Solutions’s UnitedHealth UNH Stock Holding History

Dynamic Advisor Solutions’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 		$4.89M Sell
11,769
-1,788
-13% -$663K 0.14% 167
2026
Q1 		$3.67M Buy
13,557
+240
+2% +$71.5K 0.12% 193
2025
Q4 		$4.4M Sell
13,317
-512
-4% -$174K 0.14% 162
2025
Q3 		$4.78M Sell
13,829
-342
-2% -$103K 0.14% 169
2025
Q2 		$4.42M Sell
14,171
-7,195
-34% -$2.75M 0.14% 177
2025
Q1 		$11.2M Buy
+21,366
New +$10.9M 0.37% 69
2024
Q4 		– Sell
-22,339
Closed -$13.1M – 863
2024
Q3 		$13.1M Sell
22,339
-3,231
-13% -$1.83M 0.39% 61
2024
Q2 		$13M Buy
25,570
+472
+2% +$231K 0.41% 57
2024
Q1 		$12.4M Buy
25,098
+3,048
+14% +$1.55M 0.42% 51
2023
Q4 		$11.8M Buy
22,050
+6,654
+43% +$3.55M 0.44% 49
2023
Q3 		$7.76M Buy
15,396
+434
+3% +$214K 0.37% 68
2023
Q2 		$7.19M Buy
14,962
+691
+5% +$338K 0.37% 58
2023
Q1 		$6.74M Buy
14,271
+1,669
+13% +$805K 0.39% 60
2022
Q4 		$6.68M Sell
12,602
-562
-4% -$298K 0.46% 49
2022
Q3 		$6.65M Sell
13,164
-535
-4% -$281K 0.51% 41
2022
Q2 		$7.04M Buy
13,699
+584
+4% +$293K 0.54% 36
2022
Q1 		$6.69M Sell
13,115
-584
-4% -$282K 0.47% 41
2021
Q4 		$6.88M Buy
13,699
+585
+4% +$265K 0.49% 40
2021
Q3 		$5.12M Buy
13,114
+233
+2% +$96.5K 0.39% 59
2021
Q2 		$5.16M Buy
12,881
+96
+0.8% +$38.3K 0.41% 55
2021
Q1 		$4.76M Buy
12,785
+947
+8% +$328K 0.44% 52
2020
Q4 		$4.15M Buy
11,838
+67
+0.6% +$22.5K 0.39% 63
2020
Q3 		$3.67M Sell
11,771
-925
-7% -$284K 0.42% 60
2020
Q2 		$3.75M Buy
12,696
+848
+7% +$243K 0.51% 44
2020
Q1 		$2.96M Buy
11,848
+193
+2% +$53.1K 0.54% 37
2019
Q4 		$3.43M Sell
11,655
-52
-0.4% -$13.6K 0.47% 50
2019
Q3 		$2.54M Sell
11,707
-592
-5% -$143K 0.39% 67
2019
Q2 		$3M Buy
12,299
+3,389
+38% +$815K 0.48% 54
2019
Q1 		$2.2M Buy
8,910
+1,196
+16% +$305K 0.42% 63
2018
Q4 		$2.07M Buy
7,714
+907
+13% +$240K 0.44% 62
2018
Q3 		$1.81M Buy
6,807
+1,352
+25% +$352K 0.38% 82
2018
Q2 		$1.34M Buy
5,455
+1,795
+49% +$431K 0.3% 99
2018
Q1 		$783K Buy
+3,660
New +$836K 0.2% 139
2015
Q2 		– Sell
-3,188
Closed -$377K – 189
2015
Q1 		$377K Sell
3,188
-356
-10% -$39.5K 0.19% 140
2014
Q4 		$358K Buy
+3,544
New +$336K 0.19% 138

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions's UNH Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its UnitedHealth (UNH) stake by 13% in Q2 2026, selling an estimated $663K and leaving 11,769 shares worth $4.89M. The position accounts for 0.14% of the portfolio, ranked #167.

Dynamic Advisor Solutions first reported a position in UNH in Q4 2014 and has held it in 35 quarters since. The position peaked at $13.1M in Q3 2024. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Dynamic Advisor Solutions held 11,769 shares of UnitedHealth worth $4.89M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,788 UnitedHealth shares in Q2 2026, an estimated $663K.
  • UnitedHealth made up 0.14% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #167 holding.
  • Dynamic Advisor Solutions first reported a position in UnitedHealth in Q4 2014 and has held it in 35 quarters since.
  • Dynamic Advisor Solutions's UnitedHealth position peaked at $13.1M in Q3 2024.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.