WDG
UNH icon

Wealth Dimensions Group’s UnitedHealth UNH Stock Holding History

Wealth Dimensions Group’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 		– Sell
-620
Closed -$205K – 178
2025
Q4 		$205K Sell
620
-87
-12% -$29.5K 0.04% 165
2025
Q3 		$244K Sell
707
-48
-6% -$14.5K 0.05% 158
2025
Q2 		$236K Buy
755
+16
+2% +$6.12K 0.05% 151
2025
Q1 		$387K Buy
739
+10
+1% +$5.11K 0.09% 110
2024
Q4 		$369K Buy
729
+85
+13% +$48.3K 0.09% 106
2024
Q3 		$376K Buy
644
+6
+0.9% +$3.39K 0.1% 106
2024
Q2 		$325K Buy
638
+6
+0.9% +$2.94K 0.09% 106
2024
Q1 		$313K Sell
632
-68
-10% -$34.6K 0.09% 109
2023
Q4 		$369K Sell
700
-6
-0.8% -$3.2K 0.12% 97
2023
Q3 		$356K Buy
706
+56
+9% +$27.6K 0.13% 95
2023
Q2 		$312K Buy
650
+114
+21% +$55.7K 0.11% 106
2023
Q1 		$253K Sell
536
-356
-40% -$172K 0.1% 112
2022
Q4 		$473K Buy
892
+31
+4% +$16.4K 0.19% 75
2022
Q3 		$435K Sell
861
-1
-0.1% -$526 0.22% 66
2022
Q2 		$443K Buy
862
+2
+0.2% +$1K 0.21% 71
2022
Q1 		$438K Sell
860
-18
-2% -$8.68K 0.2% 86
2021
Q4 		$441K Buy
878
+127
+17% +$57.5K 0.22% 84
2021
Q3 		$294K Buy
+751
New +$311K 0.19% 101

Other funds holding UNH

BlackRock
BlackRock New York $5.7T 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 $1.47T 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