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	–	Sell	-100	Closed	-$33K	–	1794
2025 Q4	$33K	Hold	100	–	–	﹤0.01%	1629
2025 Q3	$34.5K	Sell	100 -1,700	-94%	-$514K	﹤0.01%	1539
2025 Q2	$108K	Buy	1,800 +1,700	+1,700%	+$650K	﹤0.01%	1358
2025 Q1	$52.4K	Buy	+100	New	+$51.1K	﹤0.01%	1651
2024 Q4	–	Sell	-100	Closed	-$56.8K	–	1665
2024 Q3	$58.5K	Hold	100	–	–	﹤0.01%	2083
2024 Q2	$50.9K	Buy	+100	New	+$49K	﹤0.01%	2004
2024 Q1	–	Sell	-100	Closed	-$52.6K	–	1986
2023 Q4	$52.6K	Buy	+100	New	+$53.3K	﹤0.01%	1784
2023 Q3	–	Sell	-120,000	Closed	-$57.7M	–	1980
2023 Q2	$57.7M	Buy	+120,000	New	+$58.7M	0.07%	83

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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.