DZ Bank
UNH icon

DZ Bank’s UnitedHealth UNH Stock Holding History

DZ Bank’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 		$289M Buy
+1,068,400
New +$318M 0.26% 84
2019
Q4 		– Sell
-79,500
Closed -$17.4M – 797
2019
Q3 		$17.4M Buy
79,500
+4,000
+5% +$965K 0.05% 199
2019
Q2 		$18.3M Hold
75,500
– – 0.06% 194
2019
Q1 		$18.7M Buy
75,500
+10,300
+16% +$2.63M 0.06% 187
2018
Q4 		$16.3M Buy
65,200
+41,200
+172% +$10.9M 0.06% 193
2018
Q3 		$6.35M Buy
+24,000
New +$6.24M 0.02% 322

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

DZ Bank's UNH Position: Q1 2026 in Review

DZ Bank reduced its UnitedHealth (UNH) stake by 25% in Q1 2026, selling an estimated $27.1M and leaving 271,596 shares worth $73.5M. The position accounts for 0.07% of the portfolio, ranked #157.

DZ Bank first reported a position in UNH in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.97B in Q3 2024. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • DZ Bank held 271,596 shares of UnitedHealth worth $73.5M as of Q1 2026.
  • DZ Bank sold 90,906 UnitedHealth shares in Q1 2026, an estimated $27.1M.
  • UnitedHealth made up 0.07% of DZ Bank's portfolio in Q1 2026, its #157 holding.
  • DZ Bank first reported a position in UnitedHealth in Q4 2016 and has held it in 38 quarters since.
  • DZ Bank's UnitedHealth position peaked at $2.97B in Q3 2024.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on DZ Bank's 13F filing for Q1 2026, filed 15 May 2026.