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Charter Oak Capital Management’s UnitedHealth UNH Stock Holding History

Charter Oak Capital 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 		$301K Sell
1,112
-50
-4% -$14.9K 0.02% 164
2025
Q4 		$384K Sell
1,162
-110
-9% -$37.3K 0.03% 146
2025
Q3 		$439K Buy
1,272
+2
+0.2% +$605 0.03% 130
2025
Q2 		$396K Buy
1,270
+41
+3% +$15.7K 0.03% 136
2025
Q1 		$643K Sell
1,229
-172
-12% -$87.9K 0.06% 95
2024
Q4 		$709K Buy
1,401
+6
+0.4% +$3.41K 0.07% 90
2024
Q3 		$815K Buy
1,395
+308
+28% +$174K 0.08% 80
2024
Q2 		$553K Sell
1,087
-295
-21% -$145K 0.06% 98
2024
Q1 		$684K Buy
1,382
+294
+27% +$149K 0.07% 88
2023
Q4 		$573K Buy
1,088
+2
+0.2% +$1.07K 0.07% 94
2023
Q3 		$548K Buy
1,086
+1
+0.1% +$492 0.07% 93
2023
Q2 		$522K Buy
1,085
+38
+4% +$18.6K 0.07% 102
2023
Q1 		$495K Buy
1,047
+61
+6% +$29.4K 0.07% 103
2022
Q4 		$523K Sell
986
-40
-4% -$21.2K 0.08% 94
2022
Q3 		$518K Buy
1,026
+10
+1% +$5.26K 0.08% 96
2022
Q2 		$522K Sell
1,016
-24
-2% -$12.1K 0.07% 105
2022
Q1 		$530K Buy
1,040
+159
+18% +$76.7K 0.06% 116
2021
Q4 		$442K Buy
881
+21
+2% +$9.51K 0.05% 126
2021
Q3 		$336K Buy
860
+1
+0.1% +$414 0.04% 137
2021
Q2 		$344K Buy
859
+1
+0.1% +$399 0.04% 130
2021
Q1 		$319K Buy
858
+15
+2% +$5.2K 0.04% 133
2020
Q4 		$296K Buy
+843
New +$283K 0.04% 134

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

Charter Oak Capital Management's UNH Position: Q1 2026 in Review

Charter Oak Capital Management reduced its UnitedHealth (UNH) stake by 4.3% in Q1 2026, selling an estimated $14.9K and leaving 1,112 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #164.

Charter Oak Capital Management first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $815K in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Charter Oak Capital Management held 1,112 shares of UnitedHealth worth $301K as of Q1 2026.
  • Charter Oak Capital Management sold 50 UnitedHealth shares in Q1 2026, an estimated $14.9K.
  • UnitedHealth made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #164 holding.
  • Charter Oak Capital Management first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's UnitedHealth position peaked at $815K in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.