Chatterton & Associates’s UnitedHealth UNH Stock Holding History

Chatterton & Associates’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	$205K	Buy	+475	New	+$176K	0.12%	101

Other funds holding UNH

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Chatterton & Associates's UNH Position: Q2 2026 in Review

Chatterton & Associates opened a new position in UnitedHealth (UNH) in Q2 2026: 475 shares worth $205K. The stake represents 0.12% of the portfolio and ranks #101 among its holdings.

1,984 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Chatterton & Associates held 475 shares of UnitedHealth worth $205K as of Q2 2026.
UnitedHealth was a new Chatterton & Associates position in Q2 2026.
UnitedHealth made up 0.12% of Chatterton & Associates's portfolio in Q2 2026, its #101 holding.
1,984 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.