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Chicago Trust’s UnitedHealth UNH Stock Holding History

Chicago Trust’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 		$2.77M Sell
6,654
-491
-7% -$182K 0.4% 54
2026
Q1 		$1.93M Sell
7,145
-2,193
-23% -$653K 0.31% 75
2025
Q4 		$3.08M Sell
9,338
-400
-4% -$136K 0.48% 41
2025
Q3 		$3.36M Sell
9,738
-931
-9% -$282K 0.47% 45
2025
Q2 		$3.33M Buy
10,669
+30
+0.3% +$11.5K 0.47% 47
2025
Q1 		$5.57M Sell
10,639
-465
-4% -$238K 0.99% 16
2024
Q4 		$5.62M Sell
11,104
-1,373
-11% -$780K 0.99% 19
2024
Q3 		$7.3M Buy
12,477
+554
+5% +$313K 1.26% 12
2024
Q2 		$6.07M Sell
11,923
-586
-5% -$287K 1.23% 14
2024
Q1 		$6.19M Buy
12,509
+159
+1% +$80.8K 1.28% 14
2023
Q4 		$6.5M Sell
12,350
-589
-5% -$314K 1.45% 11
2023
Q3 		$6.52M Sell
12,939
-700
-5% -$344K 1.64% 9
2023
Q2 		$6.56M Buy
13,639
+127
+0.9% +$62.1K 1.57% 7
2023
Q1 		$6.39M Buy
13,512
+198
+1% +$95.5K 1.6% 8
2022
Q4 		$7.06M Sell
13,314
-172
-1% -$91.1K 1.76% 6
2022
Q3 		$6.81M Sell
13,486
-241
-2% -$127K 1.77% 6
2022
Q2 		$7.05M Buy
13,727
+86
+0.6% +$43.2K 1.78% 5
2022
Q1 		$6.96M Sell
13,641
-720
-5% -$347K 1.49% 6
2021
Q4 		$7.21M Buy
14,361
+481
+3% +$218K 1.44% 6
2021
Q3 		$5.42M Buy
13,880
+1,286
+10% +$533K 1.19% 11
2021
Q2 		$5.04M Buy
12,594
+3,149
+33% +$1.26M 1.19% 11
2021
Q1 		$3.51M Sell
9,445
-946
-9% -$328K 1.21% 21
2020
Q4 		$3.64M Sell
10,391
-897
-8% -$301K 1.25% 17
2020
Q3 		$3.52M Sell
11,288
-519
-4% -$159K 1.47% 11
2020
Q2 		$3.48M Sell
11,807
-500
-4% -$143K 1.54% 12
2020
Q1 		$3.07M Sell
12,307
-1,144
-9% -$315K 1.55% 12
2019
Q4 		$3.95M Buy
13,451
+131
+1% +$34.3K 1.61% 13
2019
Q3 		$2.9M Buy
13,320
+477
+4% +$115K 1.22% 26
2019
Q2 		$3.13K Sell
12,843
-220
-2% -$52.9K 1.34% 21
2019
Q1 		$3.23K Sell
13,063
-708
-5% -$181K 1.39% 23
2018
Q4 		$3.43K Sell
13,771
-98
-0.7% -$25.9K 1.63% 15
2018
Q3 		$3.69M Buy
13,869
+53
+0.4% +$13.8K 1.47% 17
2018
Q2 		$3.39M Sell
13,816
-1,934
-12% -$464K 1.44% 18
2018
Q1 		$3.37M Buy
15,750
+176
+1% +$40.2K 1.44% 19
2017
Q4 		$3.43M Sell
15,574
-380
-2% -$80.5K 1.37% 21
2017
Q3 		$3.12K Buy
15,954
+214
+1% +$41.3K 1.32% 23
2017
Q2 		$2.92K Buy
15,740
+12,180
+342% +$2.14M 1.3% 26
2017
Q1 		$584 Buy
3,560
+55
+2% +$9.01K 0.26% 96
2016
Q4 		$561K Hold
3,505
– – 0.24% 98
2016
Q3 		$491K Sell
3,505
-156
-4% -$21.8K 0.21% 100
2016
Q2 		$517K Sell
3,661
-648
-15% -$86.4K 0.21% 101
2016
Q1 		$555K Sell
4,309
-60
-1% -$7.1K 0.23% 97
2015
Q4 		$514K Sell
4,369
-425
-9% -$49.7K 0.2% 104
2015
Q3 		$556K Sell
4,794
-350
-7% -$41.9K 0.21% 103
2015
Q2 		$627K Sell
5,144
-1,875
-27% -$222K 0.22% 104
2015
Q1 		$830K Buy
+7,019
New +$780K 0.28% 94

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Chicago Trust's UNH Position: Q2 2026 in Review

Chicago Trust reduced its UnitedHealth (UNH) stake by 6.9% in Q2 2026, selling an estimated $182K and leaving 6,654 shares worth $2.77M. The position accounts for 0.4% of the portfolio, ranked #54.

Chicago Trust first reported a position in UNH in Q1 2015 and has held it in 46 quarters since. The position peaked at $7.3M in Q3 2024. 663 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Chicago Trust held 6,654 shares of UnitedHealth worth $2.77M as of Q2 2026.
  • Chicago Trust sold 491 UnitedHealth shares in Q2 2026, an estimated $182K.
  • UnitedHealth made up 0.4% of Chicago Trust's portfolio in Q2 2026, its #54 holding.
  • Chicago Trust first reported a position in UnitedHealth in Q1 2015 and has held it in 46 quarters since.
  • Chicago Trust's UnitedHealth position peaked at $7.3M in Q3 2024.
  • 663 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.