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Choreo LLC’s UnitedHealth UNH Stock Holding History

Choreo LLC’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 		$15.2M Buy
36,492
+2,207
+6% +$818K 0.17% 98
2026
Q1 		$9.28M Sell
34,285
-1,435
-4% -$427K 0.11% 132
2025
Q4 		$11.9M Sell
35,720
-30
-0.1% -$10.2K 0.15% 106
2025
Q3 		$12.3M Buy
35,750
+1,125
+3% +$340K 0.16% 100
2025
Q2 		$10.8M Buy
34,625
+248
+0.7% +$94.8K 0.15% 105
2025
Q1 		$18M Sell
34,377
-4,827
-12% -$2.47M 0.28% 76
2024
Q4 		$19.9M Buy
39,204
+3,132
+9% +$1.78M 0.29% 65
2024
Q3 		$21M Buy
36,072
+3,263
+10% +$1.85M 0.31% 66
2024
Q2 		$16.3M Buy
32,809
+20,014
+156% +$9.81M 0.27% 71
2024
Q1 		$6.33M Buy
12,795
+758
+6% +$385K 0.16% 90
2023
Q4 		$6.34M Buy
12,037
+4,158
+53% +$2.22M 0.17% 86
2023
Q3 		$3.97M Buy
7,879
+200
+3% +$98.4K 0.14% 89
2023
Q2 		$3.69M Sell
7,679
-204
-3% -$99.8K 0.13% 102
2023
Q1 		$3.73M Buy
7,883
+4,361
+124% +$2.1M 0.13% 105
2022
Q4 		$1.87M Buy
3,522
+715
+25% +$379K 0.09% 63
2022
Q3 		$1.42M Buy
2,807
+4
+0.1% +$2.1K 0.08% 67
2022
Q2 		$1.44M Buy
2,803
+472
+20% +$237K 0.08% 70
2022
Q1 		$1.19M Buy
2,331
+28
+1% +$13.5K 0.06% 87
2021
Q4 		$1.16M Buy
2,303
+190
+9% +$86K 0.06% 89
2021
Q3 		$826K Buy
2,113
+5
+0.2% +$2.07K 0.04% 107
2021
Q2 		$844K Buy
2,108
+4
+0.2% +$1.59K 0.05% 102
2021
Q1 		$783K Sell
2,104
-254
-11% -$88K 0.05% 94
2020
Q4 		$827K Buy
2,358
+261
+12% +$87.5K 0.06% 93
2020
Q3 		$654K Buy
2,097
+9
+0.4% +$2.77K 0.05% 93
2020
Q2 		$616K Sell
2,088
-128
-6% -$36.7K 0.06% 103
2020
Q1 		$553K Sell
2,216
-270
-11% -$74.3K 0.07% 102
2019
Q4 		$731K Sell
2,486
-166
-6% -$43.4K 0.07% 101
2019
Q3 		$576K Sell
2,652
-345
-12% -$83.2K 0.07% 104
2019
Q2 		$731K Buy
2,997
+169
+6% +$40.6K 0.09% 98
2019
Q1 		$699K Sell
2,828
-7,786
-73% -$1.99M 0.09% 100
2018
Q4 		$2.64M Buy
10,614
+7,582
+250% +$2M 0.38% 37
2018
Q3 		$807K Sell
3,032
-2,072
-41% -$539K 0.11% 91
2018
Q2 		$1.25M Sell
5,104
-542
-10% -$130K 0.17% 76
2018
Q1 		$1.21M Buy
5,646
+114
+2% +$26K 0.14% 90
2017
Q4 		$1.22M Buy
5,532
+121
+2% +$25.6K 0.15% 86
2017
Q3 		$1.06M Buy
5,411
+419
+8% +$80.9K 0.14% 89
2017
Q2 		$926K Buy
4,992
+29
+0.6% +$5.08K 0.13% 93
2017
Q1 		$814K Sell
4,963
-3
-0.1% -$491 0.12% 95
2016
Q4 		$795K Buy
4,966
+607
+14% +$90.7K 0.13% 99
2016
Q3 		$610K Buy
4,359
+1,170
+37% +$164K 0.11% 102
2016
Q2 		$450K Buy
3,189
+786
+33% +$105K 0.09% 116
2016
Q1 		$310K Buy
+2,403
New +$284K 0.06% 142

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Choreo LLC's UNH Position: Q2 2026 in Review

Choreo LLC increased its UnitedHealth (UNH) stake by 6.4% in Q2 2026, buying an estimated $818K and bringing the position to 36,492 shares worth $15.2M. The position accounts for 0.17% of the portfolio, ranked #98.

Choreo LLC first reported a position in UNH in Q1 2016 and has held it in 42 quarters since. The position peaked at $21M in Q3 2024. 1,663 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Choreo LLC held 36,492 shares of UnitedHealth worth $15.2M as of Q2 2026.
  • Choreo LLC bought 2,207 UnitedHealth shares in Q2 2026, an estimated $818K.
  • UnitedHealth made up 0.17% of Choreo LLC's portfolio in Q2 2026, its #98 holding.
  • Choreo LLC first reported a position in UnitedHealth in Q1 2016 and has held it in 42 quarters since.
  • Choreo LLC's UnitedHealth position peaked at $21M in Q3 2024.
  • 1,663 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.