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Cherokee Insurance’s UnitedHealth UNH Stock Holding History

Cherokee Insurance’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 		$2.41M Hold
5,800
– – 0.93% 35
2026
Q1 		$1.57M Hold
5,800
– – 0.6% 47
2025
Q4 		$1.91M Hold
5,800
– – 0.78% 36
2025
Q3 		$2M Hold
5,800
– – 0.86% 36
2025
Q2 		$1.81M Hold
5,800
– – 0.79% 37
2025
Q1 		$3.04M Hold
5,800
– – 1.34% 26
2024
Q4 		$2.93M Buy
+5,800
New +$3.3M 1.33% 26

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Cherokee Insurance's UNH Position: Q2 2026 in Review

Cherokee Insurance held its UnitedHealth (UNH) position steady in Q2 2026 at 5,800 shares worth $2.41M. The position accounts for 0.93% of the portfolio, ranked #35.

Cherokee Insurance first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.04M in Q1 2025. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cherokee Insurance held 5,800 shares of UnitedHealth worth $2.41M as of Q2 2026.
  • Cherokee Insurance left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.93% of Cherokee Insurance's portfolio in Q2 2026, its #35 holding.
  • Cherokee Insurance first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Cherokee Insurance's UnitedHealth position peaked at $3.04M in Q1 2025.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.