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 Q3	$3.55M	Sell	9,669 -390	-4%	-$157K	0.13%	37
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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Chickasaw Capital Management's UNH Position: Q3 2026 in Review

Chickasaw Capital Management reduced its UnitedHealth (UNH) stake by 3.9% in Q3 2026, selling an estimated $157K and leaving 9,669 shares worth $3.55M. The position accounts for 0.13% of the portfolio, ranked #37.

Chickasaw Capital Management first reported a position in UNH in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.18M in Q2 2026. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Chickasaw Capital Management held 9,669 shares of UnitedHealth worth $3.55M as of Q3 2026.
Chickasaw Capital Management sold 390 UnitedHealth shares in Q3 2026, an estimated $157K.
UnitedHealth made up 0.13% of Chickasaw Capital Management's portfolio in Q3 2026, its #37 holding.
Chickasaw Capital Management first reported a position in UnitedHealth in Q3 2018 and has held it in 32 quarters since.
Chickasaw Capital Management's UnitedHealth position peaked at $4.18M in Q2 2026.
169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Chickasaw Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.