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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
2025
Q4 		– Sell
-200
Closed -$69.1K – 1702
2025
Q3 		$69.1K Hold
200
– – ﹤0.01% 1515
2025
Q2 		$62.4K Buy
+200
New +$76.4K ﹤0.01% 1380

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. 3,021 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.
  • 3,021 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.