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
Q2 		$271K Buy
+653
New +$242K 0.05% 155
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Dimensions Group's UNH Position: Q2 2026 in Review

Wealth Dimensions Group opened a new position in UnitedHealth (UNH) in Q2 2026: 653 shares worth $271K. The stake represents 0.05% of the portfolio and ranks #155 among its holdings. This is a return to the name: Wealth Dimensions Group previously reported a position in UNH as recently as Q4 2025.

Wealth Dimensions Group first reported a position in UNH in Q3 2021 and has held it in 19 quarters since. The position peaked at $473K in Q4 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wealth Dimensions Group held 653 shares of UnitedHealth worth $271K as of Q2 2026.
  • UnitedHealth was a new Wealth Dimensions Group position in Q2 2026.
  • UnitedHealth made up 0.05% of Wealth Dimensions Group's portfolio in Q2 2026, its #155 holding.
  • Wealth Dimensions Group first reported a position in UnitedHealth in Q3 2021 and has held it in 19 quarters since.
  • Wealth Dimensions Group's UnitedHealth position peaked at $473K in Q4 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.