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Chemistry Wealth Management’s UnitedHealth UNH Stock Holding History

Chemistry Wealth Management’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 		$7.12M Buy
17,135
+49
+0.3% +$18.2K 1.14% 17
2026
Q1 		$4.62M Buy
17,086
+1,072
+7% +$319K 0.81% 21
2025
Q4 		$5.29M Sell
16,014
-185
-1% -$62.7K 0.99% 20
2025
Q3 		$5.59M Buy
16,199
+6,022
+59% +$1.82M 1.08% 18
2025
Q2 		$3.17M Buy
10,177
+1,970
+24% +$753K 0.68% 24
2025
Q1 		$4.3M Buy
8,207
+598
+8% +$306K 1% 20
2024
Q4 		$3.85M Buy
7,609
+61
+0.8% +$34.7K 0.9% 22
2024
Q3 		$4.41M Buy
7,548
+248
+3% +$140K 1.05% 18
2024
Q2 		$3.72M Buy
7,300
+625
+9% +$306K 0.96% 20
2024
Q1 		$3.3M Buy
6,675
+281
+4% +$143K 0.89% 23
2023
Q4 		$3.37M Buy
6,394
+116
+2% +$61.9K 1.02% 19
2023
Q3 		$3.17M Sell
6,278
-311
-5% -$153K 1.05% 20
2023
Q2 		$3.17M Sell
6,589
-5
-0.1% -$2.44K 1.03% 19
2023
Q1 		$3.12M Sell
6,594
-60
-0.9% -$29K 1.08% 19
2022
Q4 		$3.53M Hold
6,654
– – 1.37% 13
2022
Q3 		$3.36M Buy
6,654
+64
+1% +$33.7K 1.33% 13
2022
Q2 		$3.38M Buy
6,590
+230
+4% +$116K 1.29% 15
2022
Q1 		$3.24M Buy
+6,360
New +$3.07M 1.11% 20

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Chemistry Wealth Management's UNH Position: Q2 2026 in Review

Chemistry Wealth Management increased its UnitedHealth (UNH) stake by 0.29% in Q2 2026, buying an estimated $18.2K and bringing the position to 17,135 shares worth $7.12M. The position accounts for 1.14% of the portfolio, ranked #17.

Chemistry Wealth Management first reported a position in UNH in Q1 2022 and has held it in 18 quarters since. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Chemistry Wealth Management held 17,135 shares of UnitedHealth worth $7.12M as of Q2 2026.
  • Chemistry Wealth Management bought 49 UnitedHealth shares in Q2 2026, an estimated $18.2K.
  • UnitedHealth made up 1.14% of Chemistry Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Chemistry Wealth Management first reported a position in UnitedHealth in Q1 2022 and has held it in 18 quarters since.
  • 1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.