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Cape Ann Savings Bank’s UnitedHealth UNH Stock Holding History

Cape Ann Savings Bank’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
-670
Closed -$221K – 124
2025
Q4 		$221K Sell
670
-1,377
-67% -$467K 0.11% 103
2025
Q3 		$707K Sell
2,047
-1,592
-44% -$481K 0.38% 52
2025
Q2 		$1.14M Sell
3,639
-283
-7% -$108K 0.68% 37
2025
Q1 		$2.05M Sell
3,922
-110
-3% -$56.2K 1.29% 20
2024
Q4 		$2.04M Sell
4,032
-363
-8% -$206K 1.2% 21
2024
Q3 		$2.57M Sell
4,395
-125
-3% -$70.7K 1.49% 17
2024
Q2 		$2.3M Sell
4,520
-165
-4% -$80.9K 1.43% 17
2024
Q1 		$2.32M Sell
4,685
-88
-2% -$44.7K 1.45% 17
2023
Q4 		$2.44M Sell
4,773
-54
-1% -$28.8K 1.61% 17
2023
Q3 		$2.43M Sell
4,827
-40
-0.8% -$19.7K 1.71% 14
2023
Q2 		$2.34M Buy
4,867
+60
+1% +$29.3K 1.56% 17
2023
Q1 		$2.27M Buy
4,807
+74
+2% +$35.7K 1.59% 17
2022
Q4 		$2.51M Buy
4,733
+56
+1% +$29.7K 1.84% 15
2022
Q3 		$2.36M Buy
4,677
+47
+1% +$24.7K 1.89% 14
2022
Q2 		$2.38M Buy
4,630
+35
+0.8% +$17.6K 1.83% 14
2022
Q1 		$2.34M Sell
4,595
-194
-4% -$93.6K 1.54% 18
2021
Q4 		$2.4M Buy
4,789
+160
+3% +$72.4K 1.45% 18
2021
Q3 		$1.81M Buy
4,629
+27
+0.6% +$11.2K 1.17% 23
2021
Q2 		$1.84M Buy
4,602
+28
+0.6% +$11.2K 1.16% 23
2021
Q1 		$1.7M Buy
4,574
+382
+9% +$132K 1.21% 22
2020
Q4 		$1.47M Buy
+4,192
New +$1.41M 1.06% 27
2020
Q2 		$1.06M Buy
+3,607
New +$1.03M 0.9% 32

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cape Ann Savings Bank's UNH Position: Q1 2026 in Review

Cape Ann Savings Bank sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 670 shares — an estimated $221K sold.

Cape Ann Savings Bank first reported a position in UNH in Q2 2020 and held it in 22 quarters. The position peaked at $2.57M in Q3 2024. 3,028 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Cape Ann Savings Bank reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Cape Ann Savings Bank sold 670 UnitedHealth shares in Q1 2026, an estimated $221K.
  • Cape Ann Savings Bank first reported a position in UnitedHealth in Q2 2020 and held it in 22 quarters.
  • Cape Ann Savings Bank's UnitedHealth position peaked at $2.57M in Q3 2024.
  • 3,028 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cape Ann Savings Bank's 13F filing for Q1 2026, filed 27 Apr 2026.