Chickasaw Capital Management’s UnitedHealth UNH Stock Holding History

Chickasaw Capital 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	$4.18M	Buy	10,059 +175	+2%	+$64.9K	0.15%	36
2026 Q1	$2.67M	Buy	9,884 +42	+0.4%	+$12.5K	0.09%	38
2025 Q4	$3.25M	Buy	9,842 +414	+4%	+$140K	0.13%	36
2025 Q3	$3.25M	Buy	9,428 +295	+3%	+$89.2K	0.13%	36
2025 Q2	$2.85M	Buy	9,133 +7,140	+358%	+$2.73M	0.11%	37
2025 Q1	$1.04M	Buy	1,993 +50	+3%	+$25.6K	0.04%	51
2024 Q4	$983K	Sell	1,943 -5	-0.3%	-$2.84K	0.04%	54
2024 Q3	$1.14M	Hold	1,948	–	–	0.05%	52
2024 Q2	$992K	Buy	1,948 +5	+0.3%	+$2.45K	0.04%	54
2024 Q1	$961K	Buy	1,943 +305	+19%	+$155K	0.05%	56
2023 Q4	$862K	Buy	1,638 +823	+101%	+$439K	0.05%	58
2023 Q3	$411K	Hold	815	–	–	0.02%	66
2023 Q2	$392K	Hold	815	–	–	0.02%	66
2023 Q1	$385K	Hold	815	–	–	0.02%	70
2022 Q4	$432K	Hold	815	–	–	0.02%	65
2022 Q3	$412K	Hold	815	–	–	0.02%	63
2022 Q2	$419K	Hold	815	–	–	0.02%	64
2022 Q1	$416K	Hold	815	–	–	0.02%	69
2021 Q4	$409K	Sell	815 -175	-18%	-$79.2K	0.02%	73
2021 Q3	$387K	Buy	990 +180	+22%	+$74.6K	0.02%	68
2021 Q2	$324K	Hold	810	–	–	0.01%	73
2021 Q1	$301K	Buy	810 +25	+3%	+$8.66K	0.02%	76
2020 Q4	$275K	Buy	785 +60	+8%	+$20.1K	0.02%	72
2020 Q3	$226K	Hold	725	–	–	0.02%	74
2020 Q2	$214K	Buy	+725	New	+$208K	0.01%	72
2020 Q1	–	Sell	-1,025	Closed	-$301K	–	85
2019 Q4	$301K	Hold	1,025	–	–	0.01%	72
2019 Q3	$223K	Buy	1,025 +75	+8%	+$18.1K	0.01%	80
2019 Q2	$232K	Hold	950	–	–	0.01%	79
2019 Q1	$235K	Hold	950	–	–	0.01%	76
2018 Q4	$237K	Sell	950 -200	-17%	-$52.8K	0.01%	80
2018 Q3	$306K	Buy	+1,150	New	+$299K	0.01%	92

Other funds holding UNH

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return