Cannell & Spears’s UnitedHealth UNH Stock Holding History

Cannell & Spears’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	$1.8M	Sell	6,641 -221	-3%	-$65.8K	0.04%	202
2025 Q4	$2.27M	Buy	6,862 +19	+0.3%	+$6.44K	0.04%	187
2025 Q3	$2.36M	Sell	6,843 -320	-4%	-$96.8K	0.04%	179
2025 Q2	$2.23M	Sell	7,163 -254	-3%	-$97.1K	0.05%	184
2025 Q1	$3.88M	Sell	7,417 -832	-10%	-$425K	0.08%	150
2024 Q4	$4.17M	Buy	8,249 +519	+7%	+$295K	0.09%	144
2024 Q3	$4.52M	Sell	7,730 -50	-0.6%	-$28.3K	0.09%	137
2024 Q2	$3.96M	Buy	7,780 +50	+0.6%	+$24.5K	0.08%	136
2024 Q1	$3.82M	Buy	7,730 +2,205	+40%	+$1.12M	0.08%	139
2023 Q4	$2.91M	Buy	5,525 +15	+0.3%	+$8K	0.23%	51
2023 Q3	$2.78M	Buy	5,510 +7	+0.1%	+$3.44K	0.24%	49
2023 Q2	$2.64M	Buy	5,503 +184	+3%	+$90K	0.22%	51
2023 Q1	$2.51M	Buy	5,319 +67	+1%	+$32.3K	0.23%	52
2022 Q4	$2.78M	Sell	5,252 -116	-2%	-$61.4K	0.27%	49
2022 Q3	$2.71M	Hold	5,368	–	–	0.27%	53
2022 Q2	$2.76M	Hold	5,368	–	–	0.25%	54
2022 Q1	$2.74M	Hold	5,368	–	–	0.2%	59
2021 Q4	$2.69M	Buy	5,368 +482	+10%	+$218K	0.18%	64
2021 Q3	$1.91M	Hold	4,886	–	–	0.14%	70
2021 Q2	$1.96M	Sell	4,886 -825	-14%	-$329K	0.14%	74
2021 Q1	$2.13M	Sell	5,711 -25	-0.4%	-$8.66K	0.16%	63
2020 Q4	$2.01M	Buy	5,736 +882	+18%	+$296K	0.17%	65
2020 Q3	$1.51M	Sell	4,854 -3,000	-38%	-$922K	0.14%	73
2020 Q2	$2.32M	Sell	7,854 -2,000	-20%	-$573K	0.24%	54
2020 Q1	$2.46M	Sell	9,854 -241	-2%	-$66.3K	0.3%	55
2019 Q4	$2.97M	Buy	10,095 +131	+1%	+$34.3K	0.32%	36
2019 Q3	$2.17M	Hold	9,964	–	–	0.25%	37
2019 Q2	$2.43M	Sell	9,964 -12	-0.1%	-$2.89K	0.29%	35
2019 Q1	$2.47M	Hold	9,976	–	–	0.31%	34
2018 Q4	$2.48M	Sell	9,976 -9,772	-49%	-$2.58M	0.36%	34
2018 Q3	$5.25M	Sell	19,748 -5,841	-23%	-$1.52M	0.63%	30
2018 Q2	$6.28M	Buy	25,589 +48	+0.2%	+$11.5K	0.82%	28
2018 Q1	$5.47M	Hold	25,541	–	–	0.71%	29
2017 Q4	$5.63M	Sell	25,541 -813	-3%	-$172K	0.69%	30
2017 Q3	$5.16M	Buy	26,354 +3,591	+16%	+$694K	0.62%	30
2017 Q2	$4.22M	Sell	22,763 -863	-4%	-$151K	0.52%	29
2017 Q1	$3.88M	Hold	23,626	–	–	0.49%	29
2016 Q4	$3.78M	Buy	23,626 +3,095	+15%	+$462K	0.49%	29
2016 Q3	$2.87M	Hold	20,531	–	–	0.36%	29
2016 Q2	$2.9M	Hold	20,531	–	–	0.37%	30
2016 Q1	$2.65M	Hold	20,531	–	–	0.32%	32
2015 Q4	$2.42M	Hold	20,531	–	–	0.28%	37
2015 Q3	$2.38M	Hold	20,531	–	–	0.27%	37
2015 Q2	$2.5M	Buy	20,531 +6,000	+41%	+$710K	0.28%	38
2015 Q1	$1.72M	Buy	14,531 +825	+6%	+$91.6K	0.21%	49
2014 Q4	$1.39M	Sell	13,706 -2,552	-16%	-$242K	0.15%	59
2014 Q3	$1.4M	Buy	16,258 +758	+5%	+$64.1K	0.17%	52
2014 Q2	$1.27M	Hold	15,500	–	–	0.15%	52
2014 Q1	$1.27M	Hold	15,500	–	–	0.16%	48
2013 Q4	$1.17M	Hold	15,500	–	–	0.15%	47
2013 Q3	$1.11M	Hold	15,500	–	–	0.14%	49
2013 Q2	$1.01M	Buy	+15,500	New	+$964K	0.15%	47

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

Cannell & Spears's UNH Position: Q1 2026 in Review

Cannell & Spears reduced its UnitedHealth (UNH) stake by 3.2% in Q1 2026, selling an estimated $65.8K and leaving 6,641 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #202.

Cannell & Spears first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.28M in Q2 2018. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Cannell & Spears held 6,641 shares of UnitedHealth worth $1.8M as of Q1 2026.
Cannell & Spears sold 221 UnitedHealth shares in Q1 2026, an estimated $65.8K.
UnitedHealth made up 0.04% of Cannell & Spears's portfolio in Q1 2026, its #202 holding.
Cannell & Spears first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
Cannell & Spears's UnitedHealth position peaked at $6.28M in Q2 2018.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.