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 Q3	$233K	Sell	634 -7	-1%	-$2.82K	0.14%	122
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%	+$1.7K	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Albert D. Mason Inc's UNH Position: Q3 2026 in Review

Albert D. Mason Inc reduced its UnitedHealth (UNH) stake by 1.1% in Q3 2026, selling an estimated $2.82K and leaving 634 shares worth $233K. The position accounts for 0.14% of the portfolio, ranked #122.

Albert D. Mason Inc first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $521K in Q3 2024. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Albert D. Mason Inc held 634 shares of UnitedHealth worth $233K as of Q3 2026.
Albert D. Mason Inc sold 7 UnitedHealth shares in Q3 2026, an estimated $2.82K.
UnitedHealth made up 0.14% of Albert D. Mason Inc's portfolio in Q3 2026, its #122 holding.
Albert D. Mason Inc first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
Albert D. Mason Inc's UnitedHealth position peaked at $521K in Q3 2024.
2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Albert D. Mason Inc's 13F filing for Q3 2026, filed 27 Oct 2026.