Charter Oak Capital Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1810720
PORTSMOUTH, NH
Position in UNH
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$300,896
-$82,691 QoQ
Shares Held
1,112
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026Charter Oak Capital Management, LLC holds $552,708 across 2 Healthcare Plans names. UNH ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,112 | $300,896 | |
| 2 | CI |
Cigna Group
|
944 | $251,812 |
All Filings in UNH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300,896 | 1,112 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $383,587 | 1,162 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $439,221 | 1,272 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $396,201 | 1,270 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $643,688 | 1,229 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $708,709 | 1,401 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $815,628 | 1,395 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $553,565 | 1,087 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $683,675 | 1,382 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $572,799 | 1,088 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $547,550 | 1,086 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $521,494 | 1,085 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $494,801 | 1,047 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $522,757 | 986 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $518,171 | 1,026 | Shares | Sole | 2022-12-06 | |
| 2022-06-30 | $521,848 | 1,016 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $530,368 | 1,040 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $442,385 | 881 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $336,036 | 860 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $343,977 | 859 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $319,236 | 858 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $295,623 | 843 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||