Stuart Chaussee & Associates’s UnitedHealth UNH Stock Holding History

Stuart Chaussee & 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
2025 Q2	–	Sell	-61	Closed	-$31.9K	–	197
2025 Q1	$31.9K	Hold	61	–	–	0.01%	102
2024 Q4	$30.9K	Hold	61	–	–	0.01%	102
2024 Q3	$35.7K	Hold	61	–	–	0.01%	84
2024 Q2	$31.1K	Hold	61	–	–	0.01%	87
2024 Q1	$30.2K	Sell	61 -37	-38%	-$18.8K	0.01%	83
2023 Q4	$51.6K	Buy	98 +37	+61%	+$19.7K	0.02%	58
2023 Q3	$30.8K	Hold	61	–	–	0.01%	57
2023 Q2	$29.3K	Hold	61	–	–	0.01%	59
2023 Q1	$28.8K	Hold	61	–	–	0.01%	55
2022 Q4	$32.3K	Hold	61	–	–	0.01%	53
2022 Q3	$31K	Hold	61	–	–	0.07%	43
2022 Q2	$31K	Hold	61	–	–	0.07%	48
2022 Q1	$31K	Sell	61 -9	-13%	-$4.34K	0.01%	66
2021 Q4	$35K	Buy	70 +25	+56%	+$11.3K	0.02%	59
2021 Q3	$18K	Hold	45	–	–	0.03%	72
2021 Q2	$18K	Hold	45	–	–	0.01%	77
2021 Q1	$17K	Buy	+45	New	+$15.6K	0.01%	95
2020 Q1	–	Sell	-11	Closed	-$3K	–	125
2019 Q4	$3K	Hold	11	–	–	﹤0.01%	109
2019 Q3	$2K	Hold	11	–	–	﹤0.01%	120
2019 Q2	$3K	Hold	11	–	–	﹤0.01%	112
2019 Q1	$3K	Hold	11	–	–	﹤0.01%	107
2018 Q4	$3K	Hold	11	–	–	﹤0.01%	92
2018 Q3	$3K	Hold	11	–	–	﹤0.01%	109
2018 Q2	$3K	Hold	11	–	–	﹤0.01%	113
2018 Q1	$2K	Hold	11	–	–	0.01%	97
2017 Q4	$2K	Hold	11	–	–	﹤0.01%	107
2017 Q3	$2K	Hold	11	–	–	﹤0.01%	87
2017 Q2	$2K	Buy	+11	New	+$1.93K	﹤0.01%	84

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Stuart Chaussee & Associates's UNH Position: Q2 2025 in Review

Stuart Chaussee & Associates sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 61 shares — an estimated $31.9K sold.

Stuart Chaussee & Associates first reported a position in UNH in Q2 2017 and held it in 28 quarters. The position peaked at $51.6K in Q4 2023. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Stuart Chaussee & Associates reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 61 UnitedHealth shares in Q2 2025, an estimated $31.9K.
Stuart Chaussee & Associates first reported a position in UnitedHealth in Q2 2017 and held it in 28 quarters.
Stuart Chaussee & Associates's UnitedHealth position peaked at $51.6K in Q4 2023.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2025, filed 1 Aug 2025.