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Choate Investment Advisors’s UnitedHealth UNH Stock Holding History

Choate Investment Advisors’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 		$1.98M Buy
7,307
+103
+1% +$30.7K 0.04% 164
2025
Q4 		$2.38M Sell
7,204
-1,909
-21% -$647K 0.05% 141
2025
Q3 		$3.15M Sell
9,113
-3,194
-26% -$966K 0.07% 118
2025
Q2 		$3.84M Sell
12,307
-38,680
-76% -$14.8M 0.08% 94
2025
Q1 		$26.7M Buy
50,987
+4,043
+9% +$2.07M 0.66% 27
2024
Q4 		$23.8M Buy
46,944
+3,742
+9% +$2.13M 0.57% 27
2024
Q3 		$25.3M Buy
43,202
+9,792
+29% +$5.54M 0.64% 22
2024
Q2 		$17M Buy
33,410
+6,766
+25% +$3.32M 0.45% 29
2024
Q1 		$13.2M Buy
26,644
+3,592
+16% +$1.83M 0.35% 36
2023
Q4 		$12.1M Buy
23,052
+2,565
+13% +$1.37M 0.38% 28
2023
Q3 		$10.3M Buy
20,487
+6,796
+50% +$3.34M 0.41% 24
2023
Q2 		$6.58M Buy
13,691
+4,861
+55% +$2.38M 0.28% 38
2023
Q1 		$4.17M Buy
8,830
+936
+12% +$452K 0.2% 50
2022
Q4 		$4.19M Buy
7,894
+715
+10% +$379K 0.25% 44
2022
Q3 		$3.63M Buy
7,179
+475
+7% +$250K 0.24% 42
2022
Q2 		$3.44M Buy
6,704
+925
+16% +$465K 0.21% 49
2022
Q1 		$2.95M Buy
5,779
+943
+19% +$455K 0.16% 64
2021
Q4 		$2.43M Buy
4,836
+2,244
+87% +$1.02M 0.14% 69
2021
Q3 		$1.01M Sell
2,592
-32
-1% -$13.3K 0.06% 127
2021
Q2 		$1.05M Buy
2,624
+325
+14% +$130K 0.06% 122
2021
Q1 		$855K Buy
2,299
+379
+20% +$131K 0.05% 137
2020
Q4 		$673K Buy
1,920
+61
+3% +$20.4K 0.04% 139
2020
Q3 		$580K Sell
1,859
-375
-17% -$115K 0.04% 142
2020
Q2 		$659K Hold
2,234
– – 0.05% 132
2020
Q1 		$557K Buy
2,234
+375
+20% +$103K 0.04% 144
2019
Q4 		$547K Buy
1,859
+13
+0.7% +$3.4K 0.03% 154
2019
Q3 		$401K Buy
1,846
+14
+0.8% +$3.38K 0.02% 171
2019
Q2 		$447K Hold
1,832
– – 0.03% 169
2019
Q1 		$453K Hold
1,832
– – 0.03% 170
2018
Q4 		$456K Sell
1,832
-32
-2% -$8.45K 0.03% 157
2018
Q3 		$496K Hold
1,864
– – 0.03% 139
2018
Q2 		$457K Sell
1,864
-75
-4% -$18K 0.03% 164
2018
Q1 		$415K Hold
1,939
– – 0.02% 180
2017
Q4 		$427K Hold
1,939
– – 0.02% 183
2017
Q3 		$380K Buy
1,939
+20
+1% +$3.86K 0.02% 193
2017
Q2 		$356K Sell
1,919
-305
-14% -$53.5K 0.02% 192
2017
Q1 		$365K Hold
2,224
– – 0.02% 190
2016
Q4 		$356K Hold
2,224
– – 0.02% 186
2016
Q3 		$311K Hold
2,224
– – 0.02% 192
2016
Q2 		$314K Hold
2,224
– – 0.02% 186
2016
Q1 		$287K Buy
+2,224
New +$263K 0.02% 203
2015
Q4 		– Sell
-1,853
Closed -$215K – 283
2015
Q3 		$215K Buy
1,853
+19
+1% +$2.27K 0.01% 234
2015
Q2 		$224K Hold
1,834
– – 0.01% 232
2015
Q1 		$217K Buy
+1,834
New +$204K 0.01% 240

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

Choate Investment Advisors's UNH Position: Q1 2026 in Review

Choate Investment Advisors increased its UnitedHealth (UNH) stake by 1.4% in Q1 2026, buying an estimated $30.7K and bringing the position to 7,307 shares worth $1.98M. The position accounts for 0.04% of the portfolio, ranked #164.

Choate Investment Advisors first reported a position in UNH in Q1 2015 and has held it in 44 quarters since. The position peaked at $26.7M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Choate Investment Advisors held 7,307 shares of UnitedHealth worth $1.98M as of Q1 2026.
  • Choate Investment Advisors bought 103 UnitedHealth shares in Q1 2026, an estimated $30.7K.
  • UnitedHealth made up 0.04% of Choate Investment Advisors's portfolio in Q1 2026, its #164 holding.
  • Choate Investment Advisors first reported a position in UnitedHealth in Q1 2015 and has held it in 44 quarters since.
  • Choate Investment Advisors's UnitedHealth position peaked at $26.7M in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.