ZIG
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Zuckerman Investment Group’s UnitedHealth UNH Stock Holding History

Zuckerman Investment Group’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 		$1.19M Buy
4,384
+220
+5% +$65.5K 0.11% 68
2025
Q4 		$1.37M Sell
4,164
-267
-6% -$90.5K 0.12% 66
2025
Q3 		$1.53M Buy
4,431
+437
+11% +$132K 0.14% 70
2025
Q2 		$1.25M Buy
3,994
+1,399
+54% +$535K 0.12% 75
2025
Q1 		$1.36M Sell
2,595
-6
-0.2% -$3.07K 0.15% 72
2024
Q4 		$1.43M Buy
2,601
+485
+23% +$276K 0.14% 71
2024
Q3 		$1.24M Buy
2,116
+64
+3% +$36.2K 0.13% 71
2024
Q2 		$1.05M Buy
2,052
+817
+66% +$400K 0.12% 70
2024
Q1 		$611K Buy
1,235
+134
+12% +$68.1K 0.07% 86
2023
Q4 		$580K Sell
1,101
-17
-2% -$9.07K 0.07% 83
2023
Q3 		$564K Buy
1,118
+65
+6% +$32K 0.08% 75
2023
Q2 		$506K Sell
1,053
-44
-4% -$21.5K 0.07% 78
2023
Q1 		$518K Buy
1,097
+45
+4% +$21.7K 0.08% 78
2022
Q4 		$558K Sell
1,052
-9
-0.8% -$4.77K 0.09% 77
2022
Q3 		$536K Buy
1,061
+91
+9% +$47.9K 0.1% 69
2022
Q2 		$498K Buy
970
+146
+18% +$73.3K 0.09% 69
2022
Q1 		$420K Buy
824
+7
+0.9% +$3.38K 0.07% 78
2021
Q4 		$410K Buy
817
+43
+6% +$19.5K 0.06% 83
2021
Q3 		$302K Buy
774
+63
+9% +$26.1K 0.05% 93
2021
Q2 		$285K Buy
711
+90
+14% +$35.9K 0.04% 99
2021
Q1 		$231K Buy
+621
New +$215K 0.04% 101

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

Zuckerman Investment Group's UNH Position: Q1 2026 in Review

Zuckerman Investment Group increased its UnitedHealth (UNH) stake by 5.3% in Q1 2026, buying an estimated $65.5K and bringing the position to 4,384 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #68.

Zuckerman Investment Group first reported a position in UNH in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.53M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Zuckerman Investment Group held 4,384 shares of UnitedHealth worth $1.19M as of Q1 2026.
  • Zuckerman Investment Group bought 220 UnitedHealth shares in Q1 2026, an estimated $65.5K.
  • UnitedHealth made up 0.11% of Zuckerman Investment Group's portfolio in Q1 2026, its #68 holding.
  • Zuckerman Investment Group first reported a position in UnitedHealth in Q1 2021 and has held it in 21 quarters since.
  • Zuckerman Investment Group's UnitedHealth position peaked at $1.53M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.