DFG
UNH icon

Dynamic Financial Group’s UnitedHealth UNH Stock Holding History

Dynamic Financial Group’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 		$233K Buy
+560
New +$208K 0.18% 69
2025
Q2 		– Sell
-520
Closed -$272K – 63
2025
Q1 		$272K Hold
520
– – 0.27% 44
2024
Q4 		$263K Buy
+520
New +$295K 0.27% 46

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

Dynamic Financial Group's UNH Position: Q2 2026 in Review

Dynamic Financial Group opened a new position in UnitedHealth (UNH) in Q2 2026: 560 shares worth $233K. The stake represents 0.18% of the portfolio and ranks #69 among its holdings. This is a return to the name: Dynamic Financial Group previously reported a position in UNH as recently as Q1 2025.

Dynamic Financial Group first reported a position in UNH in Q4 2024 and has held it in 3 quarters since. The position peaked at $272K in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Dynamic Financial Group held 560 shares of UnitedHealth worth $233K as of Q2 2026.
  • UnitedHealth was a new Dynamic Financial Group position in Q2 2026.
  • UnitedHealth made up 0.18% of Dynamic Financial Group's portfolio in Q2 2026, its #69 holding.
  • Dynamic Financial Group first reported a position in UnitedHealth in Q4 2024 and has held it in 3 quarters since.
  • Dynamic Financial Group's UnitedHealth position peaked at $272K in Q1 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.