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Dynamic Wealth Strategies’s UnitedHealth UNH Stock Holding History

Dynamic Wealth Strategies’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 		$59K Sell
142
-6
-4% -$2.22K 0.03% 145
2026
Q1 		$40K Sell
148
-1
-0.7% -$298 0.02% 163
2025
Q4 		$49.2K Sell
149
-153
-51% -$51.8K 0.03% 139
2025
Q3 		$104K Buy
302
+49
+19% +$14.8K 0.07% 103
2025
Q2 		$78.9K Buy
253
+77
+44% +$29.4K 0.06% 108
2025
Q1 		$92.2K Buy
+176
New +$90K 0.08% 105
2024
Q4 		– Sell
-167
Closed -$98K – 211
2024
Q3 		$98K Sell
167
-4
-2% -$2.26K 0.08% 101
2024
Q2 		$87K Buy
171
+3
+2% +$1.47K 0.07% 105
2024
Q1 		$83K Buy
168
+14
+9% +$7.12K 0.07% 106
2023
Q4 		$81.1K Buy
+154
New +$82.1K 0.07% 106

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 Wealth Strategies's UNH Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its UnitedHealth (UNH) stake by 4.1% in Q2 2026, selling an estimated $2.22K and leaving 142 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #145.

Dynamic Wealth Strategies first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $104K in Q3 2025. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Dynamic Wealth Strategies held 142 shares of UnitedHealth worth $59K as of Q2 2026.
  • Dynamic Wealth Strategies sold 6 UnitedHealth shares in Q2 2026, an estimated $2.22K.
  • UnitedHealth made up 0.03% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #145 holding.
  • Dynamic Wealth Strategies first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's UnitedHealth position peaked at $104K in Q3 2025.
  • 3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.