Chase Coleman’s UnitedHealth UNH Stock Holding History

Chase Coleman’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	$124M	Sell	297,452 -52,993	-15%	-$19.6M	0.52%	28
2026 Q1	$94.8M	Sell	350,445 -69,760	-17%	-$20.8M	0.42%	31
2025 Q4	$139M	Sell	420,205 -18,595	-4%	-$6.3M	0.47%	34
2025 Q3	$152M	Hold	438,800	–	–	0.47%	34
2025 Q2	$137M	Hold	438,800	–	–	0.4%	37
2025 Q1	$230M	Hold	438,800	–	–	0.86%	32
2024 Q4	$222M	Sell	438,800 -1,926,600	-81%	-$1.09B	0.84%	28
2024 Q3	$1.38B	Buy	2,365,400 +17,800	+0.8%	+$10.1M	5.9%	6
2024 Q2	$1.2B	Buy	+2,347,600	New	+$1.15B	5.53%	7

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

Chase Coleman's UNH Position: Q2 2026 in Review

Chase Coleman reduced its UnitedHealth (UNH) stake by 15% in Q2 2026, selling an estimated $19.6M and leaving 297,452 shares worth $124M. The position accounts for 0.52% of the portfolio, ranked #28.

Chase Coleman first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.38B in Q3 2024. 3,364 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Chase Coleman held 297,452 shares of UnitedHealth worth $124M as of Q2 2026.
Chase Coleman sold 52,993 UnitedHealth shares in Q2 2026, an estimated $19.6M.
UnitedHealth made up 0.52% of Chase Coleman's portfolio in Q2 2026, its #28 holding.
Chase Coleman first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
Chase Coleman's UnitedHealth position peaked at $1.38B in Q3 2024.
3,364 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Tiger Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.