SEC 13F Intelligence

Chase Investment Counsel Corp / UNH

Chase Investment Counsel Corp’s Unitedhealth Group Inc Position

Does Chase Investment Counsel Corp own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 5.0K shares worth $3M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2022
Shares
5.0K
% of Portfolio
+1.62%
Quarters Held
15
position exited

Position History UNH

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ2 ’20Q3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $265,000Q2 ’21: $285,000Q2 ’21Q3 ’21: $278,000Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $3MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20225.0K$3M+1.62%
Q3 20227.7K$4M+2.47%
Q2 20227.8K$4M+2.16%
Q1 20227.8K$4M+1.74%
Q4 20217.8K$4M+1.57%
Q3 2021714$278,000+0.12%
Q2 2021714$285,000+0.12%
Q1 2021714$265,000+0.12%
Q4 202013.2K$5M+2.04%
Q3 202013.1K$4M+2.03%
Q2 202010.5K$3M+1.57%
Q1 202011.7K$3M+1.97%
Q4 201910.3K$3M+1.53%
Q1 201912.2K$3M+1.56%
Q4 201829.1K$7M+4.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Chase Investment Counsel Corp’s full portfolio or all institutional holders of UNH.