Ray Dalio's UNH Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 6,197 shares of UnitedHealth Group Incorporated (UNH) worth $2.58 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in UNH, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2016, adding 163,900 shares. Largest reduction occurred in Q4 2013, reducing 168,069 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's UnitedHealth Group Incorporated (UNH) Holding Value Over Time
Track share changes against reported price movement
Quarterly UnitedHealth Group Incorporated (UNH) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +6,197 | New Buy | 6,197 | $415.63 |
| Q1 2026 | -6,170 | Sold Out | 0 | $0.00 |
| Q4 2025 | +6,170 | New Buy | 6,170 | $330.11 |
| Q2 2020 | -21,977 | Sold Out | 0 | $0.00 |
| Q1 2020 | +21,977 | New Buy | 21,977 | $249.40 |
| Q4 2019 | -49,256 | Sold Out | 0 | $0.00 |
| Q3 2019 | +25,789 | Add 109.89% | 49,256 | $217.31 |
| Q2 2019 | +9,835 | Add 72.15% | 23,467 | $244.00 |
| Q1 2019 | +13,632 | New Buy | 13,632 | $247.29 |
| Q2 2018 | -5,609 | Sold Out | 0 | $0.00 |
| Q1 2018 | +5,609 | New Buy | 5,609 | $213.94 |
| Q4 2017 | -4,492 | Sold Out | 0 | $0.00 |
| Q3 2017 | -865 | Reduce 16.15% | 4,492 | $195.90 |
| Q2 2017 | -16,584 | Reduce 75.58% | 5,357 | $185.36 |
| Q1 2017 | -141,959 | Reduce 86.61% | 21,941 | $164.03 |
| Q4 2016 | +163,900 | New Buy | 163,900 | $160.04 |
| Q3 2016 | -23,400 | Sold Out | 0 | $0.00 |
| Q2 2016 | -22,500 | Reduce 49.02% | 23,400 | $141.20 |
| Q1 2016 | +45,900 | New Buy | 45,900 | $128.91 |
| Q4 2015 | -69,792 | Sold Out | 0 | $0.00 |
| Q3 2015 | -30,200 | Reduce 30.20% | 69,792 | $116.02 |
| Q2 2015 | -14,200 | Reduce 12.44% | 99,992 | $122.00 |
| Q1 2015 | +13,692 | Add 13.62% | 114,192 | $118.29 |
| Q4 2014 | +6,200 | Add 6.57% | 100,500 | $101.09 |
| Q3 2014 | +12,100 | Add 14.72% | 94,300 | $86.25 |
| Q2 2014 | +14,300 | Add 21.06% | 82,200 | $81.75 |
| Q1 2014 | +67,900 | New Buy | 67,900 | $81.99 |
| Q4 2013 | -168,069 | Sold Out | 0 | $0.00 |
| Q3 2013 | -57,700 | Reduce 25.56% | 168,069 | $71.61 |
| Q2 2013 | +225,769 | Add 0.00% | 225,769 | $65.48 |
Ray Dalio's UnitedHealth Group Incorporated Investment FAQs
Ray Dalio first purchased UnitedHealth Group Incorporated (UNH) in Q2 2013, acquiring 225,769 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held UnitedHealth Group Incorporated (UNH) for 30 quarters since Q2 2013.
Ray Dalio's largest addition to UnitedHealth Group Incorporated (UNH) was in Q2 2013, adding 225,769 shares worth $14.78 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 6,197 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $2.58 M.
As of the Q2 2026 filing, UnitedHealth Group Incorporated (UNH) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in UnitedHealth Group Incorporated (UNH) was 225,769 shares, as reported at the end of Q2 2013.