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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cheviot Value Management's UNH Position: Q1 2026 in Review

Cheviot Value Management reduced its UnitedHealth (UNH) stake by 2.5% in Q1 2026, selling an estimated $6.85K and leaving 886 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #119.

Cheviot Value Management first reported a position in UNH in Q1 2021 and has held it in 21 quarters since. The position peaked at $556K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Cheviot Value Management held 886 shares of UnitedHealth worth $240K as of Q1 2026.
Cheviot Value Management sold 23 UnitedHealth shares in Q1 2026, an estimated $6.85K.
UnitedHealth made up 0.02% of Cheviot Value Management's portfolio in Q1 2026, its #119 holding.
Cheviot Value Management first reported a position in UnitedHealth in Q1 2021 and has held it in 21 quarters since.
Cheviot Value Management's UnitedHealth position peaked at $556K in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.