Chancellor Financial Group WB’s UnitedHealth UNH Stock Holding History

Chancellor Financial Group WB’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	$1.8M	Buy	4,320 +77	+2%	+$28.5K	1.11%	17
2026 Q1	$1.15M	Sell	4,243 -1	-0%	-$298	0.81%	26
2025 Q4	$1.4M	Buy	4,244 +147	+4%	+$49.8K	0.95%	20
2025 Q3	$1.41M	Sell	4,097 -398	-9%	-$120K	1%	19
2025 Q2	$1.4M	Buy	4,495 +206	+5%	+$78.7K	1.08%	19
2025 Q1	$2.25M	Hold	4,289	–	–	1.86%	11
2024 Q4	$2.17M	Buy	+4,289	New	+$2.44M	1.75%	11

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Chancellor Financial Group WB's UNH Position: Q2 2026 in Review

Chancellor Financial Group WB increased its UnitedHealth (UNH) stake by 1.8% in Q2 2026, buying an estimated $28.5K and bringing the position to 4,320 shares worth $1.8M. The position accounts for 1.11% of the portfolio, ranked #17.

Chancellor Financial Group WB first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q1 2025. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Chancellor Financial Group WB held 4,320 shares of UnitedHealth worth $1.8M as of Q2 2026.
Chancellor Financial Group WB bought 77 UnitedHealth shares in Q2 2026, an estimated $28.5K.
UnitedHealth made up 1.11% of Chancellor Financial Group WB's portfolio in Q2 2026, its #17 holding.
Chancellor Financial Group WB first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Chancellor Financial Group WB's UnitedHealth position peaked at $2.25M in Q1 2025.
3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.