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Cresset Asset Management’s UnitedHealth UNH Stock Holding History

Cresset Asset 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
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

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

Cresset Asset Management's UNH Position: Q1 2026 in Review

Cresset Asset Management increased its UnitedHealth (UNH) stake by 1.5% in Q1 2026, buying an estimated $753K and bringing the position to 176,642 shares worth $47.8M. The position accounts for 0.21% of the portfolio, ranked #79.

Cresset Asset Management first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $264M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Cresset Asset Management held 176,642 shares of UnitedHealth worth $47.8M as of Q1 2026.
  • Cresset Asset Management bought 2,527 UnitedHealth shares in Q1 2026, an estimated $753K.
  • UnitedHealth made up 0.21% of Cresset Asset Management's portfolio in Q1 2026, its #79 holding.
  • Cresset Asset Management first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's UnitedHealth position peaked at $264M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.