Blue Chip Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $547K | Sell |
2,023
-48,291
| -96% | -$14.4M | 0.04% | 116 |
|
|
2025
Q4 | $16.6M | Buy |
50,314
+147
| +0.3% | +$49.8K | 1.2% | 32 |
|
|
2025
Q3 | $17.3M | Sell |
50,167
-371
| -0.7% | -$112K | 1.3% | 33 |
|
|
2025
Q2 | $15.8M | Sell |
50,538
-4,178
| -8% | -$1.6M | 1.28% | 30 |
|
|
2025
Q1 | $28.7M | Buy |
54,716
+2,199
| +4% | +$1.12M | 2.47% | 14 |
|
|
2024
Q4 | $26.6M | Sell |
52,517
-147
| -0.3% | -$83.5K | 2.28% | 16 |
|
|
2024
Q3 | $30.8M | Sell |
52,664
-137
| -0.3% | -$77.5K | 2.67% | 8 |
|
|
2024
Q2 | $26.9M | Buy |
52,801
+1,591
| +3% | +$780K | 2.48% | 12 |
|
|
2024
Q1 | $25.3M | Sell |
51,210
-359
| -0.7% | -$183K | 2.46% | 11 |
|
|
2023
Q4 | $27.1M | Buy |
51,569
+467
| +0.9% | +$249K | 2.83% | 9 |
|
|
2023
Q3 | $25.8M | Buy |
51,102
+1,107
| +2% | +$545K | 3.07% | 8 |
|
|
2023
Q2 | $24M | Buy |
49,995
+228
| +0.5% | +$111K | 2.73% | 8 |
|
|
2023
Q1 | $23.5M | Sell |
49,767
-870
| -2% | -$420K | 2.79% | 8 |
|
|
2022
Q4 | $26.8M | Sell |
50,637
-2,636
| -5% | -$1.4M | 3.34% | 6 |
|
|
2022
Q3 | $26.9M | Buy |
53,273
+1,018
| +2% | +$535K | 3.69% | 3 |
|
|
2022
Q2 | $26.8M | Buy |
52,255
+412
| +0.8% | +$207K | 3.42% | 5 |
|
|
2022
Q1 | $26.4M | Buy |
51,843
+648
| +1% | +$313K | 3.29% | 6 |
|
|
2021
Q4 | $25.7M | Buy |
51,195
+883
| +2% | +$400K | 3.23% | 5 |
|
|
2021
Q3 | $19.7M | Buy |
50,312
+805
| +2% | +$333K | 2.76% | 11 |
|
|
2021
Q2 | $19.8M | Buy |
49,507
+863
| +2% | +$344K | 2.83% | 10 |
|
|
2021
Q1 | $18.1M | Buy |
48,644
+415
| +0.9% | +$144K | 2.78% | 11 |
|
|
2020
Q4 | $16.9M | Buy |
48,229
+1,170
| +2% | +$392K | 2.65% | 12 |
|
|
2020
Q3 | $14.7M | Buy |
47,059
+1,515
| +3% | +$465K | 2.61% | 14 |
|
|
2020
Q2 | $13.4M | Buy |
45,544
+41,300
| +973% | +$11.8M | 2.63% | 12 |
|
|
2020
Q1 | $1.06M | Buy |
4,244
+129
| +3% | +$35.5K | 0.26% | 50 |
|
|
2019
Q4 | $1.21M | Buy |
4,115
+654
| +19% | +$171K | 0.23% | 63 |
|
|
2019
Q3 | $752K | Buy |
3,461
+2,947
| +573% | +$711K | 0.16% | 70 |
|
|
2019
Q2 | $125K | Buy |
514
+2
| +0.4% | +$481 | 0.03% | 126 |
|
|
2019
Q1 | $127K | Buy |
512
+2
| +0.4% | +$510 | 0.03% | 123 |
|
|
2018
Q4 | $127K | Buy |
510
+73
| +17% | +$19.3K | 0.03% | 137 |
|
|
2018
Q3 | $116K | Buy |
437
+2
| +0.5% | +$520 | 0.03% | 132 |
|
|
2018
Q2 | $107K | Buy |
+435
| New | +$104K | 0.03% | 137 |
|
|
2018
Q1 | – | Sell |
-617
| Closed | -$136K | – | 147 |
|
|
2017
Q4 | $136K | Buy |
617
+22
| +4% | +$4.66K | 0.04% | 117 |
|
|
2017
Q3 | $117K | Buy |
595
+2
| +0.3% | +$386 | 0.04% | 123 |
|
|
2017
Q2 | $110K | Buy |
+593
| New | +$104K | 0.04% | 122 |
|
Other funds holding UNH
VCM
VPM
Blue Chip Partners's UNH Position: Q1 2026 in Review
Blue Chip Partners reduced its UnitedHealth (UNH) stake by 96% in Q1 2026, selling an estimated $14.4M and leaving 2,023 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #116.
Blue Chip Partners first reported a position in UNH in Q2 2017 and has held it in 35 quarters since. The position peaked at $30.8M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Blue Chip Partners held 2,023 shares of UnitedHealth worth $547K as of Q1 2026.
- Blue Chip Partners sold 48,291 UnitedHealth shares in Q1 2026, an estimated $14.4M.
- UnitedHealth made up 0.04% of Blue Chip Partners's portfolio in Q1 2026, its #116 holding.
- Blue Chip Partners first reported a position in UnitedHealth in Q2 2017 and has held it in 35 quarters since.
- Blue Chip Partners's UnitedHealth position peaked at $30.8M in Q3 2024.
- 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.