Albert D. Mason Inc’s UnitedHealth UNH Stock Holding History

Albert D. Mason Inc’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	–	Sell	-650	Closed	-$215K	–	137
2025 Q4	$215K	Sell	650 -187	-22%	-$63.4K	0.14%	122
2025 Q3	$289K	Sell	837 -36	-4%	-$10.9K	0.19%	115
2025 Q2	$272K	Sell	873 -21	-2%	-$8.03K	0.2%	116
2025 Q1	$468K	Hold	894	–	–	0.32%	97
2024 Q4	$452K	Buy	894 +3	+0.3%	+$1.71K	0.3%	98
2024 Q3	$521K	Buy	891 +5	+0.6%	+$2.83K	0.33%	97
2024 Q2	$451K	Sell	886 -4	-0.4%	-$1.96K	0.3%	103
2024 Q1	$440K	Sell	890 -8	-0.9%	-$4.07K	0.27%	114
2023 Q4	$473K	Hold	898	–	–	0.31%	108
2023 Q3	$453K	Buy	898 +30	+3%	+$14.8K	0.33%	111
2023 Q2	$417K	Buy	868 +274	+46%	+$134K	0.29%	116
2023 Q1	$281K	Buy	594 +68	+13%	+$32.8K	0.19%	127
2022 Q4	$279K	Buy	526 +44	+9%	+$23.3K	0.2%	128
2022 Q3	$243K	Buy	482 +5	+1%	+$2.63K	0.19%	135
2022 Q2	$245K	Hold	477	–	–	0.18%	132
2022 Q1	$243K	Hold	477	–	–	0.16%	139
2021 Q4	$240K	Buy	+477	New	+$216K	0.14%	146

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

Albert D. Mason Inc's UNH Position: Q1 2026 in Review

Albert D. Mason Inc sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 650 shares — an estimated $215K sold.

Albert D. Mason Inc first reported a position in UNH in Q4 2021 and held it in 17 quarters. The position peaked at $521K in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Albert D. Mason Inc reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Albert D. Mason Inc sold 650 UnitedHealth shares in Q1 2026, an estimated $215K.
Albert D. Mason Inc first reported a position in UnitedHealth in Q4 2021 and held it in 17 quarters.
Albert D. Mason Inc's UnitedHealth position peaked at $521K in Q3 2024.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Albert D. Mason Inc's 13F filing for Q1 2026, filed 15 Apr 2026.