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Chesley Taft & Associates’s UnitedHealth UNH Stock Holding History

Chesley Taft & 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 		$10.2M Sell
24,620
-327
-1% -$121K 0.4% 60
2026
Q1 		$6.75M Sell
24,947
-3,799
-13% -$1.13M 0.28% 78
2025
Q4 		$9.49M Sell
28,746
-391
-1% -$133K 0.37% 62
2025
Q3 		$10.1M Sell
29,137
-3,699
-11% -$1.12M 0.43% 56
2025
Q2 		$10.2M Sell
32,836
-1,095
-3% -$419K 0.46% 57
2025
Q1 		$17.8M Buy
33,931
+1,802
+6% +$921K 0.86% 37
2024
Q4 		$16.3M Buy
32,129
+258
+0.8% +$147K 0.75% 39
2024
Q3 		$18.6M Sell
31,871
-48
-0.2% -$27.1K 0.89% 36
2024
Q2 		$16.3M Sell
31,919
-25,880
-45% -$12.7M 0.82% 40
2024
Q1 		$28.6M Sell
57,799
-665
-1% -$338K 1.46% 18
2023
Q4 		$30.8M Sell
58,464
-236
-0.4% -$126K 1.73% 14
2023
Q3 		$29.6M Sell
58,700
-67
-0.1% -$33K 1.92% 10
2023
Q2 		$28.2M Buy
58,767
+155
+0.3% +$75.8K 1.73% 13
2023
Q1 		$27.7M Buy
58,612
+7,485
+15% +$3.61M 1.82% 8
2022
Q4 		$27.1M Buy
51,127
+15,883
+45% +$8.41M 1.87% 10
2022
Q3 		$17.8M Buy
35,244
+1,268
+4% +$667K 1.31% 22
2022
Q2 		$17.5M Sell
33,976
-5
-0% -$2.51K 1.19% 24
2022
Q1 		$18.1M Sell
33,981
-1,919
-5% -$926K 1.06% 27
2021
Q4 		$18M Sell
35,900
-309
-0.9% -$140K 0.93% 28
2021
Q3 		$14.1M Sell
36,209
-11
-0% -$4.56K 0.81% 35
2021
Q2 		$14.5M Sell
36,220
-12
-0% -$4.79K 0.83% 34
2021
Q1 		$13.4M Buy
36,232
+402
+1% +$139K 0.8% 33
2020
Q4 		$12.6M Sell
35,830
-800
-2% -$268K 0.8% 36
2020
Q3 		$11.4M Sell
36,630
-26,561
-42% -$8.16M 0.81% 35
2020
Q2 		$18.6M Buy
63,191
+26,576
+73% +$7.62M 1.42% 17
2020
Q1 		$9.13M Buy
36,615
+392
+1% +$108K 0.83% 36
2019
Q4 		$10.6M Buy
36,223
+672
+2% +$176K 0.77% 40
2019
Q3 		$7.73M Sell
35,551
-42,138
-54% -$10.2M 0.6% 51
2019
Q2 		$19M Buy
77,689
+252
+0.3% +$60.6K 1.48% 19
2019
Q1 		$19.1M Buy
77,437
+11,354
+17% +$2.9M 1.59% 18
2018
Q4 		$16.5M Buy
66,083
+16,265
+33% +$4.3M 1.59% 16
2018
Q3 		$13.3M Buy
49,818
+23,850
+92% +$6.2M 1.05% 35
2018
Q2 		$6.37M Sell
25,968
-1,853
-7% -$445K 0.55% 58
2018
Q1 		$5.95M Sell
27,821
-538
-2% -$123K 0.53% 61
2017
Q4 		$6.25M Sell
28,359
-175
-0.6% -$37.1K 0.53% 62
2017
Q3 		$5.59M Buy
28,534
+43
+0.2% +$8.31K 0.48% 67
2017
Q2 		$5.28M Sell
28,491
-1,555
-5% -$273K 0.48% 65
2017
Q1 		$4.93M Sell
30,046
-425
-1% -$69.6K 0.46% 64
2016
Q4 		$4.88M Buy
30,471
+165
+0.5% +$24.6K 0.48% 62
2016
Q3 		$4.24M Buy
30,306
+705
+2% +$98.7K 0.43% 68
2016
Q2 		$4.18M Sell
29,601
-1,610
-5% -$215K 0.43% 66
2016
Q1 		$4.02M Buy
31,211
+85
+0.3% +$10.1K 0.42% 66
2015
Q4 		$3.66M Sell
31,126
-2,425
-7% -$283K 0.38% 77
2015
Q3 		$3.89M Buy
33,551
+5,135
+18% +$615K 0.42% 69
2015
Q2 		$3.47M Buy
28,416
+145
+0.5% +$17.2K 0.35% 79
2015
Q1 		$3.34M Buy
28,271
+1,962
+7% +$218K 0.34% 83
2014
Q4 		$2.66M Sell
26,309
-465
-2% -$44.1K 0.27% 95
2014
Q3 		$2.31M Sell
26,774
-1,175
-4% -$99.3K 0.24% 102
2014
Q2 		$2.29M Buy
27,949
+83
+0.3% +$6.53K 0.24% 105
2014
Q1 		$2.29M Buy
27,866
+105
+0.4% +$7.9K 0.24% 103
2013
Q4 		$2.09M Buy
27,761
+267
+1% +$19.2K 0.21% 118
2013
Q3 		$1.97M Buy
27,494
+325
+1% +$23.3K 0.21% 114
2013
Q2 		$1.78M Buy
+27,169
New +$1.69M 0.21% 112

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Chesley Taft & Associates's UNH Position: Q2 2026 in Review

Chesley Taft & Associates reduced its UnitedHealth (UNH) stake by 1.3% in Q2 2026, selling an estimated $121K and leaving 24,620 shares worth $10.2M. The position accounts for 0.4% of the portfolio, ranked #60.

Chesley Taft & Associates first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $30.8M in Q4 2023. 849 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Chesley Taft & Associates held 24,620 shares of UnitedHealth worth $10.2M as of Q2 2026.
  • Chesley Taft & Associates sold 327 UnitedHealth shares in Q2 2026, an estimated $121K.
  • UnitedHealth made up 0.4% of Chesley Taft & Associates's portfolio in Q2 2026, its #60 holding.
  • Chesley Taft & Associates first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's UnitedHealth position peaked at $30.8M in Q4 2023.
  • 849 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.