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Chapman Financial Group’s UnitedHealth UNH Stock Holding History

Chapman Financial 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
Q1 		$8.93K Hold
33
– – 0.01% 227
2025
Q4 		$10.9K Hold
33
– – 0.01% 217
2025
Q3 		$11.4K Hold
33
– – 0.01% 217
2025
Q2 		$10.3K Buy
+33
New +$12.6K 0.01% 184
2024
Q4 		$16.7K Buy
+33
New +$18.8K 0.01% 173

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Chapman Financial Group's UNH Position: Q1 2026 in Review

Chapman Financial Group held its UnitedHealth (UNH) position steady in Q1 2026 at 33 shares worth $8.93K. The position accounts for 0.01% of the portfolio, ranked #227.

Chapman Financial Group first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. The position peaked at $16.7K in Q4 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Chapman Financial Group held 33 shares of UnitedHealth worth $8.93K as of Q1 2026.
  • Chapman Financial Group left its UnitedHealth share count unchanged in Q1 2026.
  • UnitedHealth made up 0.01% of Chapman Financial Group's portfolio in Q1 2026, its #227 holding.
  • Chapman Financial Group first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's UnitedHealth position peaked at $16.7K in Q4 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.