Chesapeake Asset Management’s UnitedHealth UNH Stock Holding History

Chesapeake Asset 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	$1.39M	Buy	3,353 +963	+40%	+$357K	1.06%	19
2026 Q1	$647K	Buy	2,390 +951	+66%	+$283K	0.51%	50
2025 Q4	$475K	Buy	1,439 +68	+5%	+$23K	0.39%	58
2025 Q3	$474K	Buy	1,371 +419	+44%	+$127K	0.42%	58
2025 Q2	$297K	Buy	952 +930	+4,227%	+$355K	0.27%	68
2025 Q1	$12K	Sell	22 -17	-44%	-$8.69K	0.01%	190
2024 Q4	$20.2K	Buy	39 +8	+26%	+$4.54K	0.02%	166
2024 Q3	$18.6K	Buy	31 +7	+29%	+$3.96K	0.02%	176
2024 Q2	$12.6K	Hold	24	–	–	0.01%	192
2024 Q1	$12.1K	Sell	24 -104	-81%	-$52.9K	0.01%	193
2023 Q4	$67.4K	Buy	128 +1	+0.8%	+$533	0.06%	123
2023 Q3	$64.5K	Hold	127	–	–	0.06%	126
2023 Q2	$61.4K	Hold	127	–	–	0.06%	131
2023 Q1	$60.3K	Buy	+127	New	+$61.3K	0.06%	131

Other funds holding UNH

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 22.94% 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

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

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Chesapeake Asset Management's UNH Position: Q2 2026 in Review

Chesapeake Asset Management increased its UnitedHealth (UNH) stake by 40% in Q2 2026, buying an estimated $357K and bringing the position to 3,353 shares worth $1.39M. The position accounts for 1.06% of the portfolio, ranked #19.

Chesapeake Asset Management first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Chesapeake Asset Management held 3,353 shares of UnitedHealth worth $1.39M as of Q2 2026.
Chesapeake Asset Management bought 963 UnitedHealth shares in Q2 2026, an estimated $357K.
UnitedHealth made up 1.06% of Chesapeake Asset Management's portfolio in Q2 2026, its #19 holding.
Chesapeake Asset Management first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Chesapeake Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.