Chilton Capital Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$744K Sell
2,750
-1,160
-30% -$345K 0.03% 149
2025
Q4
$1.29M Sell
3,910
-82
-2% -$27.8K 0.04% 118
2025
Q3
$1.38M Sell
3,992
-1,019
-20% -$308K 0.05% 121
2025
Q2
$1.56M Sell
5,011
-66,744
-93% -$25.5M 0.06% 108
2025
Q1
$37.6M Sell
71,755
-9,561
-12% -$4.89M 1.62% 15
2024
Q4
$41.1M Sell
81,316
-1,356
-2% -$770K 1.73% 12
2024
Q3
$48.3M Sell
82,672
-1,784
-2% -$1.01M 2.01% 8
2024
Q2
$43M Buy
84,456
+7,211
+9% +$3.53M 1.92% 8
2024
Q1
$38.2M Buy
77,245
+1,693
+2% +$861K 1.81% 9
2023
Q4
$39.8M Sell
75,552
-33
-0% -$17.6K 2.02% 7
2023
Q3
$38.1M Buy
75,585
+2,105
+3% +$1.04M 2.14% 7
2023
Q2
$35.3M Buy
73,480
+1,742
+2% +$852K 1.93% 7
2023
Q1
$33.9M Buy
71,738
+2,572
+4% +$1.24M 1.95% 8
2022
Q4
$36.7M Buy
69,166
+655
+1% +$347K 2.28% 4
2022
Q3
$34.6M Sell
68,511
-3,417
-5% -$1.8M 2.3% 6
2022
Q2
$36.9M Sell
71,928
-3,449
-5% -$1.73M 2.25% 8
2022
Q1
$38.4M Sell
75,377
-1,601
-2% -$772K 2.01% 9
2021
Q4
$38.7M Sell
76,978
-402
-0.5% -$182K 1.96% 9
2021
Q3
$30.2M Buy
77,380
+1,256
+2% +$520K 1.7% 12
2021
Q2
$30.5M Buy
76,124
+299
+0.4% +$119K 1.75% 12
2021
Q1
$28.2M Buy
75,825
+1,360
+2% +$471K 1.88% 10
2020
Q4
$26.1M Sell
74,465
-599
-0.8% -$201K 1.87% 12
2020
Q3
$23.4M Sell
75,064
-942
-1% -$289K 1.82% 12
2020
Q2
$22.4M Buy
76,006
+1,471
+2% +$421K 1.92% 11
2020
Q1
$18.6M Sell
74,535
-4,481
-6% -$1.23M 1.87% 10
2019
Q4
$23.2M Sell
79,016
-2,434
-3% -$637K 1.85% 7
2019
Q3
$17.7M Sell
81,450
-911
-1% -$220K 1.46% 16
2019
Q2
$20.1M Buy
82,361
+19,419
+31% +$4.67M 1.73% 10
2019
Q1
$15.6M Buy
62,942
+1,393
+2% +$355K 1.38% 18
2018
Q4
$15.3M Sell
61,549
-266
-0.4% -$70.3K 1.49% 18
2018
Q3
$16.4M Buy
61,815
+8,537
+16% +$2.22M 1.36% 17
2018
Q2
$13.1M Sell
53,278
-268
-0.5% -$64.4K 1.12% 25
2018
Q1
$11.5M Buy
53,546
+3,067
+6% +$701K 1.04% 37
2017
Q4
$11.1M Buy
50,479
+3,992
+9% +$846K 1.02% 38
2017
Q3
$9.1M Buy
46,487
+41,911
+916% +$8.1M 0.88% 56
2017
Q2
$848K Buy
4,576
+513
+13% +$90K 0.09% 108
2017
Q1
$666K Buy
+4,063
New +$665K 0.07% 107
2014
Q1
Sell
-155
Closed -$11.7K 280
2013
Q4
$11.7K Hold
155
﹤0.01% 320
2013
Q3
$11.1K Hold
155
﹤0.01% 324
2013
Q2
$10K Buy
+155
New +$9.64K ﹤0.01% 334

Other funds holding UNH

Chilton Capital Management's UNH Position: Q1 2026 in Review

Chilton Capital Management reduced its UnitedHealth (UNH) stake by 30% in Q1 2026, selling an estimated $345K and leaving 2,750 shares worth $744K. The position accounts for 0.03% of the portfolio, ranked #149.

Chilton Capital Management first reported a position in UNH in Q2 2013 and has held it in 40 quarters since. The position peaked at $48.3M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Chilton Capital Management held 2,750 shares of UnitedHealth worth $744K as of Q1 2026.
  • Chilton Capital Management sold 1,160 UnitedHealth shares in Q1 2026, an estimated $345K.
  • UnitedHealth made up 0.03% of Chilton Capital Management's portfolio in Q1 2026, its #149 holding.
  • Chilton Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 40 quarters since.
  • Chilton Capital Management's UnitedHealth position peaked at $48.3M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.