First Dallas Securities’s UnitedHealth UNH Stock Holding History

First Dallas Securities’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 Q3	$330K	Buy	900 +300	+50%	+$121K	0.11%	100
2026 Q2	$249K	Sell	600 -250	-29%	-$92.7K	0.08%	117
2026 Q1	$230K	Sell	850 -6,837	-89%	-$2.04M	0.09%	108
2025 Q4	$2.54M	Buy	7,687 +46	+0.6%	+$15.6K	0.94%	30
2025 Q3	$2.64M	Buy	+7,641	New	+$2.31M	0.99%	29
2024 Q2	–	Sell	-750	Closed	-$371K	–	122
2024 Q1	$371K	Hold	750	–	–	0.17%	99
2023 Q4	$395K	Buy	+750	New	+$400K	0.2%	91
2023 Q3	–	Sell	-950	Closed	-$457K	–	181
2023 Q2	$457K	Sell	950 -450	-32%	-$220K	0.25%	80
2023 Q1	$662K	Buy	1,400 +500	+56%	+$241K	0.39%	60
2022 Q4	$477K	Buy	900 +450	+100%	+$238K	0.29%	77
2022 Q3	$227K	Buy	+450	New	+$237K	0.16%	100

Other funds holding UNH

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

First Dallas Securities's UNH Position: Q3 2026 in Review

First Dallas Securities increased its UnitedHealth (UNH) stake by 50% in Q3 2026, buying an estimated $121K and bringing the position to 900 shares worth $330K. The position accounts for 0.11% of the portfolio, ranked #100.

First Dallas Securities first reported a position in UNH in Q3 2022 and has held it in 11 quarters since. The position peaked at $2.64M in Q3 2025. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

First Dallas Securities held 900 shares of UnitedHealth worth $330K as of Q3 2026.
First Dallas Securities bought 300 UnitedHealth shares in Q3 2026, an estimated $121K.
UnitedHealth made up 0.11% of First Dallas Securities's portfolio in Q3 2026, its #100 holding.
First Dallas Securities first reported a position in UnitedHealth in Q3 2022 and has held it in 11 quarters since.
First Dallas Securities's UnitedHealth position peaked at $2.64M in Q3 2025.
2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on First Dallas Securities's 13F filing for Q3 2026, filed 13 Nov 2026.