Chelsea Counsel Company’s UnitedHealth UNH Stock Holding History

Chelsea Counsel Company’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	$271	Hold	1	–	–	﹤0.01%	233
2025 Q4	$331	Hold	1	–	–	﹤0.01%	236
2025 Q3	$346	Buy	+1	New	+$302	﹤0.01%	239
2024 Q3	–	Sell	-50	Closed	-$25.5K	–	202
2024 Q2	$25.5K	Hold	50	–	–	0.01%	152
2024 Q1	$24.7K	Hold	50	–	–	0.01%	133
2023 Q4	$26.3K	Hold	50	–	–	0.01%	131
2023 Q3	$25.2K	Hold	50	–	–	0.01%	139
2023 Q2	$24K	Hold	50	–	–	0.01%	139
2023 Q1	$23.6K	Hold	50	–	–	0.01%	133
2022 Q4	$26.5K	Buy	+50	New	+$26.5K	0.01%	135

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Chelsea Counsel Company's UNH Position: Q1 2026 in Review

Chelsea Counsel Company held its UnitedHealth (UNH) position steady in Q1 2026 at 1 share worth $271. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Chelsea Counsel Company first reported a position in UNH in Q4 2022 and has held it in 10 quarters since. The position peaked at $26.5K in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Chelsea Counsel Company held 1 share of UnitedHealth worth $271 as of Q1 2026.
Chelsea Counsel Company left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up ﹤0.01% of Chelsea Counsel Company's portfolio in Q1 2026, its #233 holding.
Chelsea Counsel Company first reported a position in UnitedHealth in Q4 2022 and has held it in 10 quarters since.
Chelsea Counsel Company's UnitedHealth position peaked at $26.5K in Q4 2022.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Chelsea Counsel Company's 13F filing for Q1 2026, filed 24 Apr 2026.