SEC 13F Intelligence

Smith Chas P & Associates Pa Cpas / UNH

Smith Chas P & Associates Pa Cpas’s Unitedhealth Group Inc Position

Does Smith Chas P & Associates Pa Cpas own Unitedhealth Group Inc (UNH)? Yes138.7K shares worth $38M (+2.04% of its 13F portfolio) as of Q1 2026, up from 126.6K shares the prior filed quarter.

Position Value
$38M
Q1 2026
Shares
138.7K
% of Portfolio
+2.04%
Quarters Held
23
currently held

Position History UNH

Reported value by quarter
Q3 ’20: $18MQ3 ’20Q4 ’20: $22MQ1 ’21: $24MQ2 ’21: $27MQ2 ’21Q3 ’21: $27MQ4 ’21: $35MQ1 ’22: $47MQ1 ’22Q2 ’22: $48MQ3 ’22: $48MQ4 ’22: $50,349Q4 ’22Q1 ’23: $44,851Q2 ’23: $46,765Q3 ’23: $48,655Q3 ’23Q4 ’23: $51,425Q1 ’24: $49MQ2 ’24: $51MQ2 ’24Q3 ’24: $57MQ4 ’24: $49MQ1 ’25: $52MQ1 ’25Q2 ’25: $36MQ3 ’25: $29MQ4 ’25: $42MQ4 ’25Q1 ’26: $38Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026138.7K$38M+2.04%
Q4 2025126.6K$42M+2.20%
Q3 202582.9K$29M+2.48%
Q2 2025114.1K$36M+2.00%
Q1 202599.3K$52M+3.02%
Q4 202497.7K$49M+2.84%
Q3 202497.4K$57M+3.21%
Q2 2024100.3K$51M+3.03%
Q1 202499.5K$49M+2.97%
Q4 202397.7K$51,425+3.39%
Q3 202396.5K$48,655+3.54%
Q2 202397.3K$46,765+3.00%
Q1 202394.9K$44,851+3.05%
Q4 202295.0K$50,349+3.57%
Q3 202295.0K$48M+4.07%
Q2 202293.5K$48M+3.46%
Q1 202292.1K$47M+3.55%
Q4 202170.4K$35M+2.41%
Q3 202169.8K$27M+2.04%
Q2 202167.2K$27M+2.10%
Q1 202165.2K$24M+2.28%
Q4 202061.7K$22M+2.17%
Q3 202059.3K$18M+2.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Smith Chas P & Associates Pa Cpas’s full portfolio or all institutional holders of UNH.