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Chicago Partners Investment Group’s UnitedHealth UNH Stock Holding History

Chicago Partners Investment Group’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 		$3.14M Buy
7,413
+1,932
+35% +$716K 0.06% 256
2026
Q1 		$1.94M Sell
5,481
-1,319
-19% -$393K 0.04% 337
2025
Q4 		$2.42M Sell
6,800
-2,204
-24% -$747K 0.06% 257
2025
Q3 		$3.31M Buy
9,004
+4,398
+95% +$1.33M 0.09% 200
2025
Q2 		$1.35M Buy
4,606
+962
+26% +$368K 0.04% 334
2025
Q1 		$1.42M Buy
3,644
+280
+8% +$143K 0.05% 290
2024
Q4 		$1.76M Buy
3,364
+292
+10% +$166K 0.06% 246
2024
Q3 		$1.73M Buy
3,072
+94
+3% +$53.2K 0.06% 239
2024
Q2 		$1.72M Buy
2,978
+368
+14% +$180K 0.07% 234
2024
Q1 		$1.27M Buy
2,610
+33
+1% +$16.8K 0.05% 278
2023
Q4 		$1.32M Sell
2,577
-40
-2% -$21.3K 0.06% 259
2023
Q3 		$1.37M Buy
2,617
+30
+1% +$14.8K 0.07% 237
2023
Q2 		$1.31M Sell
2,587
-473
-15% -$231K 0.07% 254
2023
Q1 		$1.5M Buy
3,060
+606
+25% +$292K 0.09% 216
2022
Q4 		$1.17M Sell
2,454
-78
-3% -$41.3K 0.07% 241
2022
Q3 		$1.38M Buy
2,532
+291
+13% +$153K 0.1% 188
2022
Q2 		$1.22M Buy
2,241
+194
+9% +$97.4K 0.09% 202
2022
Q1 		$965K Buy
2,047
+274
+15% +$132K 0.07% 208
2021
Q4 		$841K Buy
1,773
+127
+8% +$57.5K 0.06% 246
2021
Q3 		$753K Buy
1,646
+39
+2% +$16.2K 0.05% 271
2021
Q2 		$664K Buy
1,607
+239
+17% +$95.3K 0.05% 280
2021
Q1 		$541K Buy
1,368
+40
+3% +$13.9K 0.04% 297
2020
Q4 		$462K Buy
1,328
+251
+23% +$84.1K 0.04% 298
2020
Q3 		$346K Buy
1,077
+128
+13% +$39.3K 0.04% 289
2020
Q2 		$283K Buy
949
+169
+22% +$48.4K 0.04% 303
2020
Q1 		$227K Sell
780
-429
-35% -$118K 0.04% 306
2019
Q4 		$364K Buy
+1,209
New +$316K 0.04% 248
2019
Q1 		– Sell
-979
Closed -$240K – 353
2018
Q4 		$240K Buy
979
+78
+9% +$20.6K 0.04% 280
2018
Q3 		$231K Sell
901
-19
-2% -$4.94K 0.03% 277
2018
Q2 		$226K Buy
920
+193
+27% +$46.3K 0.04% 258
2018
Q1 		$156K Buy
727
+188
+35% +$42.9K 0.03% 290
2017
Q4 		$119K Sell
539
-22
-4% -$4.66K 0.02% 333
2017
Q3 		$110K Sell
561
-538
-49% -$104K 0.02% 335
2017
Q2 		$189K Buy
+1,099
New +$193K 0.05% 207
2016
Q1 		– Sell
-150
Closed -$18K – 482
2015
Q4 		$18K Buy
+150
New +$17.5K 0.01% 349
2015
Q1 		– Sell
-15
Closed -$2K – 525
2014
Q4 		$2K Buy
+15
New +$1.42K ﹤0.01% 506

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Chicago Partners Investment Group's UNH Position: Q2 2026 in Review

Chicago Partners Investment Group increased its UnitedHealth (UNH) stake by 35% in Q2 2026, buying an estimated $716K and bringing the position to 7,413 shares worth $3.14M. The position accounts for 0.06% of the portfolio, ranked #256.

Chicago Partners Investment Group first reported a position in UNH in Q4 2014 and has held it in 36 quarters since. The position peaked at $3.31M in Q3 2025. 1,755 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Chicago Partners Investment Group held 7,413 shares of UnitedHealth worth $3.14M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,932 UnitedHealth shares in Q2 2026, an estimated $716K.
  • UnitedHealth made up 0.06% of Chicago Partners Investment Group's portfolio in Q2 2026, its #256 holding.
  • Chicago Partners Investment Group first reported a position in UnitedHealth in Q4 2014 and has held it in 36 quarters since.
  • Chicago Partners Investment Group's UnitedHealth position peaked at $3.31M in Q3 2025.
  • 1,755 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.