Nancy E. Dempze’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.08M | Sell |
7,685
-2,781
| -27% | -$828K | 1.14% | 31 |
|
|
2025
Q4 | $3.45M | Sell |
10,466
-2,073
| -17% | -$703K | 1.8% | 21 |
|
|
2025
Q3 | $4.33M | Buy |
12,539
+3,779
| +43% | +$1.14M | 2.38% | 14 |
|
|
2025
Q2 | $2.73M | Buy |
8,760
+324
| +4% | +$124K | 1.58% | 24 |
|
|
2025
Q1 | $4.42M | Buy |
8,436
+763
| +10% | +$390K | 2.65% | 13 |
|
|
2024
Q4 | $3.88M | Buy |
7,673
+51
| +0.7% | +$29K | 2.24% | 16 |
|
|
2024
Q3 | $4.46M | Buy |
7,622
+202
| +3% | +$114K | 2.49% | 14 |
|
|
2024
Q2 | $3.78M | Buy |
7,420
+294
| +4% | +$144K | 2.59% | 16 |
|
|
2024
Q1 | $3.53M | Buy |
7,126
+442
| +7% | +$225K | 2.68% | 17 |
|
|
2023
Q4 | $3.52M | Buy |
6,684
+414
| +7% | +$221K | 2.94% | 17 |
|
|
2023
Q3 | $3.16M | Buy |
6,270
+232
| +4% | +$114K | 2.84% | 15 |
|
|
2023
Q2 | $2.9M | Buy |
6,038
+289
| +5% | +$141K | 2.49% | 18 |
|
|
2023
Q1 | $2.72M | Buy |
5,749
+55
| +1% | +$26.5K | 2.47% | 17 |
|
|
2022
Q4 | $3.02M | Buy |
5,694
+119
| +2% | +$63K | 2.94% | 12 |
|
|
2022
Q3 | $2.82M | Buy |
5,575
+4
| +0.1% | +$2.1K | 3% | 13 |
|
|
2022
Q2 | $2.86M | Sell |
5,571
-508
| -8% | -$255K | 2.87% | 13 |
|
|
2022
Q1 | $3.1M | Buy |
6,079
+316
| +5% | +$152K | 2.26% | 15 |
|
|
2021
Q4 | $2.89M | Buy |
5,763
+261
| +5% | +$118K | 1.95% | 21 |
|
|
2021
Q3 | $2.15M | Buy |
5,502
+95
| +2% | +$39.3K | 1.69% | 28 |
|
|
2021
Q2 | $2.17M | Buy |
5,407
+326
| +6% | +$130K | 1.83% | 28 |
|
|
2021
Q1 | $1.89M | Buy |
5,081
+1,005
| +25% | +$348K | 1.67% | 28 |
|
|
2020
Q4 | $1.43M | Buy |
4,076
+174
| +4% | +$58.3K | 1.31% | 29 |
|
|
2020
Q3 | $1.22M | Buy |
3,902
+448
| +13% | +$138K | 1.23% | 30 |
|
|
2020
Q2 | $1.02M | Buy |
3,454
+1,328
| +62% | +$381K | 1.14% | 32 |
|
|
2020
Q1 | $529K | Buy |
2,126
+1,201
| +130% | +$330K | 0.71% | 36 |
|
|
2019
Q4 | $272K | Buy |
+925
| New | +$242K | 0.3% | 58 |
|
|
2018
Q1 | – | Sell |
-1,044
| Closed | -$230K | – | 81 |
|
|
2017
Q4 | $230K | Sell |
1,044
-50
| -5% | -$10.6K | 0.28% | 73 |
|
|
2017
Q3 | $215K | Sell |
1,094
-100
| -8% | -$19.3K | 0.3% | 71 |
|
|
2017
Q2 | $222K | Buy |
+1,194
| New | +$209K | 0.32% | 71 |
|
|
2017
Q1 | – | Sell |
-1,470
| Closed | -$235K | – | 79 |
|
|
2016
Q4 | $235K | Hold |
1,470
| – | – | 0.41% | 72 |
|
|
2016
Q3 | $206K | Hold |
1,470
| – | – | 0.36% | 76 |
|
|
2016
Q2 | $207K | Buy |
+1,470
| New | +$196K | 0.37% | 76 |
|
Other funds holding UNH
VCM
VPM
Nancy E. Dempze's UNH Position: Q1 2026 in Review
Nancy E. Dempze reduced its UnitedHealth (UNH) stake by 27% in Q1 2026, selling an estimated $828K and leaving 7,685 shares worth $2.08M. The position accounts for 1.14% of the portfolio, ranked #31.
Nancy E. Dempze first reported a position in UNH in Q2 2016 and has held it in 32 quarters since. The position peaked at $4.46M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Nancy E. Dempze held 7,685 shares of UnitedHealth worth $2.08M as of Q1 2026.
- Nancy E. Dempze sold 2,781 UnitedHealth shares in Q1 2026, an estimated $828K.
- UnitedHealth made up 1.14% of Nancy E. Dempze's portfolio in Q1 2026, its #31 holding.
- Nancy E. Dempze first reported a position in UnitedHealth in Q2 2016 and has held it in 32 quarters since.
- Nancy E. Dempze's UnitedHealth position peaked at $4.46M in Q3 2024.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Nancy E. Dempze's 13F filing for Q1 2026, filed 14 May 2026.