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Chatham Capital Group’s UnitedHealth UNH Stock Holding History

Chatham Capital 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
Q2 		$851K Sell
2,047
-344
-14% -$128K 0.11% 137
2026
Q1 		$647K Buy
2,391
+30
+1% +$8.93K 0.09% 147
2025
Q4 		$779K Sell
2,361
-381
-14% -$129K 0.11% 140
2025
Q3 		$947K Sell
2,742
-8,530
-76% -$2.58M 0.14% 133
2025
Q2 		$3.52M Buy
11,272
+120
+1% +$45.9K 0.54% 60
2025
Q1 		$5.84M Sell
11,152
-110
-1% -$56.2K 0.97% 27
2024
Q4 		$5.7M Buy
11,262
+60
+0.5% +$34.1K 0.94% 31
2024
Q3 		$6.55M Buy
11,202
+89
+0.8% +$50.3K 1.07% 28
2024
Q2 		$5.66M Buy
11,113
+231
+2% +$113K 0.99% 27
2024
Q1 		$5.38M Buy
10,882
+679
+7% +$345K 0.99% 32
2023
Q4 		$5.37M Sell
10,203
-46
-0.4% -$24.5K 1.09% 27
2023
Q3 		$5.17M Buy
10,249
+198
+2% +$97.4K 1.15% 25
2023
Q2 		$4.83M Sell
10,051
-10
-0.1% -$4.89K 1.02% 28
2023
Q1 		$4.75M Buy
10,061
+80
+0.8% +$38.6K 1.06% 28
2022
Q4 		$5.29M Buy
9,981
+213
+2% +$113K 1.24% 24
2022
Q3 		$4.93M Sell
9,768
-80
-0.8% -$42.1K 1.21% 25
2022
Q2 		$5.06M Sell
9,848
-53
-0.5% -$26.6K 1.14% 24
2022
Q1 		$5.05M Sell
9,901
-350
-3% -$169K 0.98% 32
2021
Q4 		$5.15M Buy
10,251
+80
+0.8% +$36.2K 0.93% 32
2021
Q3 		$3.97M Buy
10,171
+105
+1% +$43.5K 0.76% 40
2021
Q2 		$4.03M Buy
10,066
+632
+7% +$252K 0.78% 39
2021
Q1 		$3.51M Sell
9,434
-730
-7% -$253K 0.73% 44
2020
Q4 		$3.56M Buy
+10,164
New +$3.41M 0.8% 38

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Chatham Capital Group's UNH Position: Q2 2026 in Review

Chatham Capital Group reduced its UnitedHealth (UNH) stake by 14% in Q2 2026, selling an estimated $128K and leaving 2,047 shares worth $851K. The position accounts for 0.11% of the portfolio, ranked #137.

Chatham Capital Group first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.55M in Q3 2024. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Chatham Capital Group held 2,047 shares of UnitedHealth worth $851K as of Q2 2026.
  • Chatham Capital Group sold 344 UnitedHealth shares in Q2 2026, an estimated $128K.
  • UnitedHealth made up 0.11% of Chatham Capital Group's portfolio in Q2 2026, its #137 holding.
  • Chatham Capital Group first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Chatham Capital Group's UnitedHealth position peaked at $6.55M in Q3 2024.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.