Chesapeake Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $684K | Sell |
2,527
-1,315
| -34% | -$392K | 0.21% | 95 |
|
|
2025
Q4 | $1.27M | Sell |
3,842
-60
| -2% | -$20.3K | 0.38% | 67 |
|
|
2025
Q3 | $1.35M | Sell |
3,902
-167
| -4% | -$50.5K | 0.41% | 63 |
|
|
2025
Q2 | $1.27M | Sell |
4,069
-343
| -8% | -$131K | 0.42% | 62 |
|
|
2025
Q1 | $2.31M | Sell |
4,412
-184
| -4% | -$94.1K | 0.82% | 40 |
|
|
2024
Q4 | $2.32M | Sell |
4,596
-57
| -1% | -$32.4K | 0.8% | 42 |
|
|
2024
Q3 | $2.72M | Sell |
4,653
-138
| -3% | -$78.1K | 0.93% | 35 |
|
|
2024
Q2 | $2.44M | Sell |
4,791
-14
| -0.3% | -$6.86K | 0.88% | 38 |
|
|
2024
Q1 | $2.38M | Sell |
4,805
-134
| -3% | -$68.1K | 0.87% | 42 |
|
|
2023
Q4 | $2.6M | Sell |
4,939
-64
| -1% | -$34.1K | 1% | 28 |
|
|
2023
Q3 | $2.52M | Sell |
5,003
-166
| -3% | -$81.7K | 1.05% | 28 |
|
|
2023
Q2 | $2.48M | Buy |
5,169
+125
| +2% | +$61.1K | 0.98% | 29 |
|
|
2023
Q1 | $2.38M | Buy |
5,044
+52
| +1% | +$25.1K | 0.99% | 29 |
|
|
2022
Q4 | $2.65M | Buy |
4,992
+326
| +7% | +$173K | 1.16% | 24 |
|
|
2022
Q3 | $2.36M | Buy |
4,666
+476
| +11% | +$250K | 1.08% | 28 |
|
|
2022
Q2 | $2.15M | Buy |
4,190
+1,677
| +67% | +$842K | 0.92% | 30 |
|
|
2022
Q1 | $1.28M | Sell |
2,513
-137
| -5% | -$66.1K | 0.47% | 58 |
|
|
2021
Q4 | $1.33M | Sell |
2,650
-109
| -4% | -$49.3K | 0.45% | 60 |
|
|
2021
Q3 | $1.08M | Sell |
2,759
-285
| -9% | -$118K | 0.39% | 64 |
|
|
2021
Q2 | $1.22M | Sell |
3,044
-455
| -13% | -$181K | 0.4% | 66 |
|
|
2021
Q1 | $1.3M | Sell |
3,499
-145
| -4% | -$50.2K | 0.44% | 62 |
|
|
2020
Q4 | $1.28M | Sell |
3,644
-260
| -7% | -$87.2K | 0.44% | 67 |
|
|
2020
Q3 | $1.22M | Sell |
3,904
-135
| -3% | -$41.5K | 0.46% | 65 |
|
|
2020
Q2 | $1.19M | Sell |
4,039
-25
| -0.6% | -$7.16K | 0.47% | 61 |
|
|
2020
Q1 | $1.01M | Sell |
4,064
-138
| -3% | -$38K | 0.47% | 63 |
|
|
2019
Q4 | $1.24M | Sell |
4,202
-185
| -4% | -$48.4K | 0.48% | 63 |
|
|
2019
Q3 | $953K | Sell |
4,387
-1,103
| -20% | -$266K | 0.39% | 83 |
|
|
2019
Q2 | $1.34M | Sell |
5,490
-1,821
| -25% | -$438K | 0.56% | 45 |
|
|
2019
Q1 | $1.81M | Sell |
7,311
-1,839
| -20% | -$469K | 0.79% | 25 |
|
|
2018
Q4 | $2.28M | Sell |
9,150
-1,118
| -11% | -$295K | 1.13% | 17 |
|
|
2018
Q3 | $2.73M | Sell |
10,268
-226
| -2% | -$58.8K | 1.21% | 16 |
|
|
2018
Q2 | $2.58M | Sell |
10,494
-429
| -4% | -$103K | 1.19% | 18 |
|
|
2018
Q1 | $2.34M | Buy |
+10,923
| New | +$2.49M | 1.08% | 22 |
|
Other funds holding UNH
VCM
VPM
Chesapeake Wealth Management's UNH Position: Q1 2026 in Review
Chesapeake Wealth Management reduced its UnitedHealth (UNH) stake by 34% in Q1 2026, selling an estimated $392K and leaving 2,527 shares worth $684K. The position accounts for 0.21% of the portfolio, ranked #95.
Chesapeake Wealth Management first reported a position in UNH in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.73M in Q3 2018. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Chesapeake Wealth Management held 2,527 shares of UnitedHealth worth $684K as of Q1 2026.
- Chesapeake Wealth Management sold 1,315 UnitedHealth shares in Q1 2026, an estimated $392K.
- UnitedHealth made up 0.21% of Chesapeake Wealth Management's portfolio in Q1 2026, its #95 holding.
- Chesapeake Wealth Management first reported a position in UnitedHealth in Q1 2018 and has held it in 33 quarters since.
- Chesapeake Wealth Management's UnitedHealth position peaked at $2.73M in Q3 2018.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.