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Chilton Investment Company’s UnitedHealth UNH Stock Holding History

Chilton Investment Company’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
Q1 		$2.24M Sell
8,268
-1,278
-13% -$381K 0.05% 121
2025
Q4 		$3.15M Sell
9,546
-57
-0.6% -$19.3K 0.07% 92
2025
Q3 		$3.32M Sell
9,603
-28,679
-75% -$8.67M 0.07% 93
2025
Q2 		$11.9M Buy
38,282
+5,292
+16% +$2.02M 0.27% 40
2025
Q1 		$17.3M Sell
32,990
-21,776
-40% -$11.1M 0.42% 34
2024
Q4 		$27.7M Buy
54,766
+5,514
+11% +$3.13M 0.71% 31
2024
Q3 		$28.8M Sell
49,252
-1,178
-2% -$666K 0.75% 26
2024
Q2 		$25.7M Sell
50,430
-37,827
-43% -$18.5M 0.72% 28
2024
Q1 		$43.7M Buy
88,257
+28,935
+49% +$14.7M 1.2% 21
2023
Q4 		$31.2M Sell
59,322
-972
-2% -$518K 0.92% 27
2023
Q3 		$30.4M Sell
60,294
-299
-0.5% -$147K 0.97% 25
2023
Q2 		$29.1M Sell
60,593
-1,840
-3% -$900K 0.85% 28
2023
Q1 		$29.5M Sell
62,433
-5,524
-8% -$2.67M 0.91% 25
2022
Q4 		$36M Buy
67,957
+1,864
+3% +$987K 1.1% 23
2022
Q3 		$33.4M Buy
66,093
+4,901
+8% +$2.58M 1.04% 23
2022
Q2 		$31.4M Buy
61,192
+869
+1% +$436K 0.88% 25
2022
Q1 		$30.8M Sell
60,323
-44,440
-42% -$21.4M 0.74% 27
2021
Q4 		$52.6M Buy
104,763
+24,721
+31% +$11.2M 1.11% 28
2021
Q3 		$31.3M Buy
80,042
+25,072
+46% +$10.4M 0.77% 28
2021
Q2 		$22M Sell
54,970
-772
-1% -$308K 0.55% 35
2021
Q1 		$20.7M Sell
55,742
-46,017
-45% -$15.9M 0.57% 32
2020
Q4 		$35.7M Sell
101,759
-118,477
-54% -$39.7M 1.02% 24
2020
Q3 		$68.7M Buy
220,236
+43,179
+24% +$13.3M 2.02% 17
2020
Q2 		$52.2M Buy
177,057
+172,749
+4,010% +$49.5M 1.72% 20
2020
Q1 		$1.07M Buy
4,308
+2,318
+116% +$638K 0.04% 79
2019
Q4 		$585K Hold
1,990
– – 0.02% 98
2019
Q3 		$432K Buy
1,990
+947
+91% +$229K 0.01% 102
2019
Q2 		$255K Hold
1,043
– – 0.01% 106
2019
Q1 		$258K Sell
1,043
-89
-8% -$22.7K 0.01% 112
2018
Q4 		$282K Buy
+1,132
New +$299K 0.01% 119

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Chilton Investment Company's UNH Position: Q1 2026 in Review

Chilton Investment Company reduced its UnitedHealth (UNH) stake by 13% in Q1 2026, selling an estimated $381K and leaving 8,268 shares worth $2.24M. The position accounts for 0.05% of the portfolio, ranked #121.

Chilton Investment Company first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $68.7M in Q3 2020. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Chilton Investment Company held 8,268 shares of UnitedHealth worth $2.24M as of Q1 2026.
  • Chilton Investment Company sold 1,278 UnitedHealth shares in Q1 2026, an estimated $381K.
  • UnitedHealth made up 0.05% of Chilton Investment Company's portfolio in Q1 2026, its #121 holding.
  • Chilton Investment Company first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Chilton Investment Company's UnitedHealth position peaked at $68.7M in Q3 2020.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.