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 Q2	$266K	Buy	+641	New	+$238K	0.15%	119
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Albert D. Mason Inc's UNH Position: Q2 2026 in Review

Albert D. Mason Inc opened a new position in UnitedHealth (UNH) in Q2 2026: 641 shares worth $266K. The stake represents 0.15% of the portfolio and ranks #119 among its holdings. This is a return to the name: Albert D. Mason Inc previously reported a position in UNH as recently as Q4 2025.

Albert D. Mason Inc first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $521K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Albert D. Mason Inc held 641 shares of UnitedHealth worth $266K as of Q2 2026.
UnitedHealth was a new Albert D. Mason Inc position in Q2 2026.
UnitedHealth made up 0.15% of Albert D. Mason Inc's portfolio in Q2 2026, its #119 holding.
Albert D. Mason Inc first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Albert D. Mason Inc's UnitedHealth position peaked at $521K in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Albert D. Mason Inc's 13F filing for Q2 2026, filed 22 Jul 2026.