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Schwarz Dygos Wheeler Investment Advisors’s UnitedHealth UNH Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$5.87M Sell
14,115
-4
-0% -$1.48K 1.12% 23
2026
Q1 		$3.82M Sell
14,119
-1
-0% -$298 0.79% 30
2025
Q4 		$4.66M Buy
14,120
+137
+1% +$46.4K 0.96% 25
2025
Q3 		$4.83M Buy
13,983
+684
+5% +$207K 1.02% 24
2025
Q2 		$4.15M Buy
13,299
+1,491
+13% +$570K 0.95% 27
2025
Q1 		$6.18M Sell
11,808
-567
-5% -$290K 1.47% 11
2024
Q4 		$6.26M Sell
12,375
-320
-3% -$182K 1.54% 12
2024
Q3 		$7.42M Sell
12,695
-280
-2% -$158K 1.85% 10
2024
Q2 		$6.61M Sell
12,975
-131
-1% -$64.2K 1.77% 12
2024
Q1 		$6.48M Sell
13,106
-351
-3% -$178K 1.81% 12
2023
Q4 		$7.08M Sell
13,457
-1,450
-10% -$773K 2.18% 10
2023
Q3 		$7.52M Buy
14,907
+31
+0.2% +$15.3K 2.55% 9
2023
Q2 		$7.15M Buy
14,876
+84
+0.6% +$41.1K 2.36% 10
2023
Q1 		$6.99M Buy
14,792
+308
+2% +$149K 2.53% 9
2022
Q4 		$7.68M Sell
14,484
-276
-2% -$146K 3.01% 8
2022
Q3 		$7.46M Sell
14,760
-2
-0% -$1.05K 3.31% 7
2022
Q2 		$7.58M Buy
14,762
+2,631
+22% +$1.32M 3.05% 7
2022
Q1 		$6.19M Buy
12,131
+217
+2% +$105K 2.09% 9
2021
Q4 		$5.98M Sell
11,914
-278
-2% -$126K 2.03% 12
2021
Q3 		$4.76M Buy
12,192
+25
+0.2% +$10.4K 1.74% 12
2021
Q2 		$4.87M Buy
12,167
+51
+0.4% +$20.3K 1.77% 11
2021
Q1 		$4.51M Buy
12,116
+513
+4% +$178K 1.86% 12
2020
Q4 		$4.07M Sell
11,603
-268
-2% -$89.8K 1.96% 12
2020
Q3 		$3.7M Sell
11,871
-84
-0.7% -$25.8K 2.09% 11
2020
Q2 		$3.58M Buy
11,955
+20
+0.2% +$5.73K 2.34% 11
2020
Q1 		$2.98M Buy
11,935
+183
+2% +$50.4K 2.52% 9
2019
Q4 		$3.46M Sell
11,752
-44
-0.4% -$11.5K 2.36% 10
2019
Q3 		$2.56M Buy
11,796
+157
+1% +$37.9K 2.04% 10
2019
Q2 		$2.84M Buy
11,639
+673
+6% +$162K 2.34% 10
2019
Q1 		$2.71M Buy
10,966
+109
+1% +$27.8K 2.33% 10
2018
Q4 		$2.71M Buy
+10,857
New +$2.87M 2.92% 8

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's UNH Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its UnitedHealth (UNH) stake by 0.03% in Q2 2026, selling an estimated $1.48K and leaving 14,115 shares worth $5.87M. The position accounts for 1.12% of the portfolio, ranked #23.

Schwarz Dygos Wheeler Investment Advisors first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.68M in Q4 2022. 2,125 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 14,115 shares of UnitedHealth worth $5.87M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 4 UnitedHealth shares in Q2 2026, an estimated $1.48K.
  • UnitedHealth made up 1.12% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's UnitedHealth position peaked at $7.68M in Q4 2022.
  • 2,125 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.