Cheviot Value Management’s UnitedHealth UNH Stock Holding History

Cheviot Value 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	$368K	Hold	886	–	–	0.04%	108
2026 Q1	$240K	Sell	886 -23	-3%	-$6.85K	0.02%	119
2025 Q4	$267K	Sell	909 -136	-13%	-$46.1K	0.03%	118
2025 Q3	$384K	Hold	1,045	–	–	0.04%	102
2025 Q2	$262K	Sell	1,045 -24	-2%	-$9.17K	0.03%	104
2025 Q1	$433K	Hold	1,069	–	–	0.05%	77
2024 Q4	$541K	Buy	1,069 +118	+12%	+$67K	0.1%	48
2024 Q3	$556K	Sell	951 -5	-0.5%	-$2.83K	0.1%	47
2024 Q2	$487K	Sell	956 -125	-12%	-$61.3K	0.1%	51
2024 Q1	$535K	Buy	1,081 +96	+10%	+$48.8K	0.12%	41
2023 Q4	$519K	Hold	985	–	–	0.11%	51
2023 Q3	$497K	Buy	985 +24	+2%	+$11.8K	0.11%	51
2023 Q2	$462K	Buy	961 +252	+36%	+$123K	0.1%	52
2023 Q1	$335K	Buy	709 +63	+10%	+$30.4K	0.08%	55
2022 Q4	$342K	Hold	646	–	–	0.08%	53
2022 Q3	$326K	Hold	646	–	–	0.09%	53
2022 Q2	$332K	Hold	646	–	–	0.08%	57
2022 Q1	$329K	Hold	646	–	–	0.07%	60
2021 Q4	$324K	Sell	646 -17	-3%	-$7.7K	0.08%	58
2021 Q3	$259K	Hold	663	–	–	0.07%	65
2021 Q2	$265K	Buy	663 +17	+3%	+$6.78K	0.07%	67
2021 Q1	$240K	Buy	+646	New	+$224K	0.07%	66

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cheviot Value Management's UNH Position: Q2 2026 in Review

Cheviot Value Management held its UnitedHealth (UNH) position steady in Q2 2026 at 886 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #108.

Cheviot Value Management first reported a position in UNH in Q1 2021 and has held it in 22 quarters since. The position peaked at $556K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Cheviot Value Management held 886 shares of UnitedHealth worth $368K as of Q2 2026.
Cheviot Value Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.04% of Cheviot Value Management's portfolio in Q2 2026, its #108 holding.
Cheviot Value Management first reported a position in UnitedHealth in Q1 2021 and has held it in 22 quarters since.
Cheviot Value Management's UnitedHealth position peaked at $556K in Q3 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.