Chicago Capital
UNH icon

Chicago Capital’s UnitedHealth UNH Stock Holding History

Chicago Capital’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
Q3 		$304K Sell
829
-55
-6% -$22.1K 0.01% 316
2026
Q2 		$367K Sell
884
-159
-15% -$58.9K 0.01% 301
2026
Q1 		$282K Buy
1,043
+52
+5% +$15.5K 0.01% 311
2025
Q4 		$327K Buy
991
+267
+37% +$90.5K 0.01% 300
2025
Q3 		$250K Sell
724
-303
-30% -$91.6K 0.01% 324
2025
Q2 		$320K Hold
1,027
– – 0.01% 295
2025
Q1 		$538K Buy
1,027
+34
+3% +$17.4K 0.02% 232
2024
Q4 		$502K Sell
993
-2
-0.2% -$1.14K 0.01% 223
2024
Q3 		$582K Sell
995
-198
-17% -$112K 0.02% 211
2024
Q2 		$608K Sell
1,193
-729
-38% -$357K 0.02% 207
2024
Q1 		$951K Sell
1,922
-1,952
-50% -$992K 0.03% 162
2023
Q4 		$2.04M Buy
3,874
+2,462
+174% +$1.31M 0.07% 113
2023
Q3 		$712K Sell
1,412
-126
-8% -$62K 0.03% 131
2023
Q2 		$739K Sell
1,538
-40,156
-96% -$19.6M 0.03% 126
2023
Q1 		$19.7M Buy
41,694
+31,580
+312% +$15.2M 0.98% 34
2022
Q4 		$5.36M Buy
10,114
+8,429
+500% +$4.46M 0.3% 58
2022
Q3 		$851K Buy
1,685
+613
+57% +$322K 0.05% 113
2022
Q2 		$551K Buy
1,072
+422
+65% +$212K 0.03% 155
2022
Q1 		$331K Buy
650
+14
+2% +$6.75K 0.01% 206
2021
Q4 		$319K Hold
636
– – 0.01% 210
2021
Q3 		$249K Buy
636
+132
+26% +$54.7K 0.01% 223
2021
Q2 		$202K Sell
504
-386
-43% -$154K 0.01% 240
2021
Q1 		$331K Buy
+890
New +$308K 0.01% 203

Other funds holding UNH

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Chicago Capital's UNH Position: Q3 2026 in Review

Chicago Capital reduced its UnitedHealth (UNH) stake by 6.2% in Q3 2026, selling an estimated $22.1K and leaving 829 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #316.

Chicago Capital first reported a position in UNH in Q1 2021 and has held it in 23 quarters since. The position peaked at $19.7M in Q1 2023. 1,608 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Chicago Capital held 829 shares of UnitedHealth worth $304K as of Q3 2026.
  • Chicago Capital sold 55 UnitedHealth shares in Q3 2026, an estimated $22.1K.
  • UnitedHealth made up 0.01% of Chicago Capital's portfolio in Q3 2026, its #316 holding.
  • Chicago Capital first reported a position in UnitedHealth in Q1 2021 and has held it in 23 quarters since.
  • Chicago Capital's UnitedHealth position peaked at $19.7M in Q1 2023.
  • 1,608 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Chicago Capital's 13F filing for Q3 2026, filed 13 Oct 2026.