3Chopt Investment Partners’s UnitedHealth UNH Stock Holding History

3Chopt Investment Partners’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	$1.41M	Buy	3,384 +675	+25%	+$250K	0.26%	80
2026 Q1	$733K	Sell	2,709 -23	-0.8%	-$6.85K	0.17%	106
2025 Q4	$902K	Buy	2,732 +396	+17%	+$134K	0.2%	95
2025 Q3	$807K	Buy	2,336 +714	+44%	+$216K	0.18%	101
2025 Q2	$506K	Sell	1,622 -422	-21%	-$161K	0.12%	138
2025 Q1	$1.07M	Buy	+2,044	New	+$1.04M	0.28%	84
2024 Q3	–	Sell	-1,630	Closed	-$830K	–	172
2024 Q2	$830K	Buy	+1,630	New	+$799K	0.25%	88
2024 Q1	–	Sell	-1,398	Closed	-$736K	–	156
2023 Q4	$736K	Buy	+1,398	New	+$746K	0.27%	90
2023 Q3	–	Sell	-819	Closed	-$394K	–	129
2023 Q2	$394K	Buy	819 +30	+4%	+$14.7K	0.2%	99
2023 Q1	$373K	Buy	789 +424	+116%	+$205K	0.2%	110
2022 Q4	$194K	Buy	+365	New	+$193K	0.11%	133

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

3Chopt Investment Partners's UNH Position: Q2 2026 in Review

3Chopt Investment Partners increased its UnitedHealth (UNH) stake by 25% in Q2 2026, buying an estimated $250K and bringing the position to 3,384 shares worth $1.41M. The position accounts for 0.26% of the portfolio, ranked #80.

3Chopt Investment Partners first reported a position in UNH in Q4 2022 and has held it in 11 quarters since. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

3Chopt Investment Partners held 3,384 shares of UnitedHealth worth $1.41M as of Q2 2026.
3Chopt Investment Partners bought 675 UnitedHealth shares in Q2 2026, an estimated $250K.
UnitedHealth made up 0.26% of 3Chopt Investment Partners's portfolio in Q2 2026, its #80 holding.
3Chopt Investment Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 11 quarters since.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.