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Chapin Davis’s UnitedHealth UNH Stock Holding History

Chapin Davis’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
Q2 		– Sell
-1,584
Closed -$830K – 239
2025
Q1 		$830K Sell
1,584
-32
-2% -$16.4K 0.28% 79
2024
Q4 		$945K Hold
1,616
– – 0.31% 75
2024
Q3 		$945K Sell
1,616
-85
-5% -$48.1K 0.31% 76
2024
Q2 		$866K Buy
1,701
+45
+3% +$22.1K 0.3% 75
2024
Q1 		$819K Buy
1,656
+10
+0.6% +$5.08K 0.3% 84
2023
Q4 		$866K Buy
1,646
+77
+5% +$41.1K 0.37% 71
2023
Q3 		$791K Sell
1,569
-188
-11% -$92.5K 0.38% 70
2023
Q2 		$845K Buy
1,757
+28
+2% +$13.7K 0.4% 66
2023
Q1 		$817K Buy
1,729
+213
+14% +$103K 0.42% 63
2022
Q4 		$804K Buy
+1,516
New +$803K 0.47% 59

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Chapin Davis's UNH Position: Q2 2025 in Review

Chapin Davis sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,584 shares — an estimated $830K sold.

Chapin Davis first reported a position in UNH in Q4 2022 and held it in 10 quarters. The position peaked at $945K in Q4 2024. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Chapin Davis reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Chapin Davis sold 1,584 UnitedHealth shares in Q2 2025, an estimated $830K.
  • Chapin Davis first reported a position in UnitedHealth in Q4 2022 and held it in 10 quarters.
  • Chapin Davis's UnitedHealth position peaked at $945K in Q4 2024.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Chapin Davis's 13F filing for Q2 2025, filed 14 Jul 2025.