Chatterton & Associates’s UnitedHealth UNH Stock Holding History

Chatterton & Associates’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 Q3	–	Sell	-475	Closed	-$205K	–	115
2026 Q2	$205K	Buy	+475	New	+$176K	0.12%	101

Other funds holding UNH

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Chatterton & Associates's UNH Position: Q3 2026 in Review

Chatterton & Associates sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 475 shares — an estimated $205K sold.

Chatterton & Associates first reported a position in UNH in Q2 2026 and held it in 1 quarter. The position peaked at $205K in Q2 2026. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Chatterton & Associates reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
Chatterton & Associates sold 475 UnitedHealth shares in Q3 2026, an estimated $205K.
Chatterton & Associates first reported a position in UnitedHealth in Q2 2026 and held it in 1 quarter.
Chatterton & Associates's UnitedHealth position peaked at $205K in Q2 2026.
2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.