Cresset Asset 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
Q2 | $49.5M | Sell |
119,002
-57,640
| -33% | -$21.4M | 0.18% | 91 |
|
|
2026
Q1 | $47.8M | Buy |
176,642
+2,527
| +1% | +$753K | 0.21% | 79 |
|
|
2025
Q4 | $57.5M | Buy |
174,115
+1,429
| +0.8% | +$484K | 0.24% | 66 |
|
|
2025
Q3 | $59.6M | Buy |
172,686
+3,184
| +2% | +$963K | 0.26% | 63 |
|
|
2025
Q2 | $52.9M | Sell |
169,502
-30,521
| -15% | -$11.7M | 0.26% | 64 |
|
|
2025
Q1 | $105M | Sell |
200,023
-13,782
| -6% | -$7.05M | 0.52% | 33 |
|
|
2024
Q4 | $108M | Sell |
213,805
-238,366
| -53% | -$135M | 0.52% | 30 |
|
|
2024
Q3 | $264M | Buy |
452,171
+3,080
| +0.7% | +$1.74M | 1.02% | 15 |
|
|
2024
Q2 | $229M | Buy |
449,091
+37,162
| +9% | +$18.2M | 0.96% | 17 |
|
|
2024
Q1 | $204M | Buy |
411,929
+164,463
| +66% | +$83.6M | 0.98% | 15 |
|
|
2023
Q4 | $130M | Buy |
247,466
+3,244
| +1% | +$1.73M | 0.78% | 20 |
|
|
2023
Q3 | $123M | Buy |
244,222
+1,559
| +0.6% | +$767K | 0.48% | 31 |
|
|
2023
Q2 | $117M | Buy |
242,663
+215,419
| +791% | +$105M | 0.14% | 53 |
|
|
2023
Q1 | $12.9M | Sell |
27,244
-612
| -2% | -$295K | 0.26% | 63 |
|
|
2022
Q4 | $8.46M | Buy |
27,856
+2,380
| +9% | +$1.26M | 0.11% | 87 |
|
|
2022
Q3 | $12.9M | Sell |
25,476
-1,029
| -4% | -$541K | 0.16% | 65 |
|
|
2022
Q2 | $12.9M | Buy |
26,505
+4,219
| +19% | +$2.12M | 0.16% | 62 |
|
|
2022
Q1 | $11.4M | Sell |
22,286
-3,782
| -15% | -$1.82M | 0.12% | 77 |
|
|
2021
Q4 | $13.1M | Sell |
26,068
-3,575
| -12% | -$1.62M | 0.13% | 73 |
|
|
2021
Q3 | $11.6M | Buy |
29,643
+3,273
| +12% | +$1.36M | 0.16% | 53 |
|
|
2021
Q2 | $10.6M | Buy |
26,370
+3,430
| +15% | +$1.37M | 0.15% | 52 |
|
|
2021
Q1 | $8.54M | Buy |
22,940
+4,350
| +23% | +$1.51M | 0.14% | 61 |
|
|
2020
Q4 | $6.52M | Sell |
18,590
-8
| -0% | -$2.68K | 0.11% | 74 |
|
|
2020
Q3 | $5.8M | Sell |
18,598
-279
| -1% | -$85.7K | 0.11% | 88 |
|
|
2020
Q2 | $5.57M | Buy |
18,877
+2,170
| +13% | +$622K | 0.12% | 76 |
|
|
2020
Q1 | $4.17M | Buy |
16,707
+33
| +0.2% | +$9.08K | 0.13% | 60 |
|
|
2019
Q4 | $4.9M | Buy |
16,674
+7,579
| +83% | +$1.98M | 0.13% | 68 |
|
|
2019
Q3 | $1.98M | Buy |
9,095
+925
| +11% | +$223K | 0.06% | 133 |
|
|
2019
Q2 | $1.99M | Sell |
8,170
-122
| -1% | -$29.3K | 0.06% | 124 |
|
|
2019
Q1 | $2.05M | Buy |
8,292
+2,266
| +38% | +$578K | 0.08% | 63 |
|
|
2018
Q4 | $1.5M | Buy |
+6,026
| New | +$1.59M | 0.09% | 49 |
|
Other funds holding UNH
Cresset Asset Management's UNH Position: Q2 2026 in Review
Cresset Asset Management reduced its UnitedHealth (UNH) stake by 33% in Q2 2026, selling an estimated $21.4M and leaving 119,002 shares worth $49.5M. The position accounts for 0.18% of the portfolio, ranked #91.
Cresset Asset Management first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $264M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Cresset Asset Management held 119,002 shares of UnitedHealth worth $49.5M as of Q2 2026.
- Cresset Asset Management sold 57,640 UnitedHealth shares in Q2 2026, an estimated $21.4M.
- UnitedHealth made up 0.18% of Cresset Asset Management's portfolio in Q2 2026, its #91 holding.
- Cresset Asset Management first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
- Cresset Asset Management's UnitedHealth position peaked at $264M in Q3 2024.
- 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.