CCFCSB
UNH icon

Cape Cod Five Cents Savings Bank’s UnitedHealth UNH Stock Holding History

Cape Cod Five Cents 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
2025
Q4 		$8.22M Hold
14,057
– – 0.75% 35
2025
Q3 		$8.22M Hold
14,057
– – 0.75% 35
2025
Q2 		$8.22M Hold
14,057
– – 0.75% 35
2025
Q1 		$8.22M Hold
14,057
– – 0.75% 35
2024
Q4 		$8.22M Hold
14,057
– – 0.73% 35
2024
Q3 		$8.22M Buy
14,057
+37
+0.3% +$20.9K 0.75% 35
2024
Q2 		$7.14M Buy
14,020
+284
+2% +$139K 0.69% 37
2024
Q1 		$6.8M Buy
13,736
+181
+1% +$92K 0.65% 40
2023
Q4 		$7.14M Sell
13,555
-15,905
-54% -$8.48M 0.73% 32
2023
Q3 		$14.9M Buy
29,460
+14,837
+101% +$7.3M 0.81% 31
2023
Q2 		$7.03M Buy
14,623
+321
+2% +$157K 0.74% 32
2023
Q1 		$6.76M Sell
14,302
-1
-0% -$483 0.74% 35
2022
Q4 		$7.58M Sell
14,303
-791
-5% -$419K 0.85% 30
2022
Q3 		$7.62M Sell
15,094
-272
-2% -$143K 0.91% 29
2022
Q2 		$7.89M Sell
15,366
-584
-4% -$293K 0.89% 28
2022
Q1 		$8.13M Sell
15,950
-291
-2% -$140K 0.82% 33
2021
Q4 		$8.15M Buy
16,241
+127
+0.8% +$57.5K 0.78% 31
2021
Q3 		$6.3M Buy
16,114
+588
+4% +$244K 0.65% 36
2021
Q2 		$6.22M Sell
15,526
-280
-2% -$112K 0.64% 37
2021
Q1 		$5.88M Buy
15,806
+496
+3% +$172K 0.64% 38
2020
Q4 		$5.37M Buy
15,310
+3
+0% +$1.01K 0.61% 42
2020
Q3 		$4.77M Sell
15,307
-314
-2% -$96.5K 0.61% 42
2020
Q2 		$4.61M Sell
15,621
-69
-0.4% -$19.8K 0.63% 38
2020
Q1 		$3.91M Sell
15,690
-600
-4% -$165K 0.61% 40
2019
Q4 		$4.79M Buy
16,290
+382
+2% +$99.9K 0.61% 42
2019
Q3 		$3.46M Buy
15,908
+300
+2% +$72.4K 0.48% 51
2019
Q2 		$3.81M Buy
15,608
+1,139
+8% +$274K 0.54% 47
2019
Q1 		$3.58M Buy
14,469
+27
+0.2% +$6.89K 0.53% 51
2018
Q4 		$3.6M Sell
14,442
-227
-2% -$60K 0.6% 48
2018
Q3 		$3.9M Sell
14,669
-434
-3% -$113K 0.58% 49
2018
Q2 		$3.71M Sell
15,103
-324
-2% -$77.8K 0.57% 48
2018
Q1 		$3.3M Sell
15,427
-599
-4% -$137K 0.52% 49
2017
Q4 		$3.53M Buy
16,026
+71
+0.4% +$15K 0.53% 50
2017
Q3 		$3.12M Buy
15,955
+872
+6% +$168K 0.48% 55
2017
Q2 		$2.8M Buy
15,083
+3,574
+31% +$627K 0.44% 57
2017
Q1 		$1.89M Buy
11,509
+8,783
+322% +$1.44M 0.31% 66
2016
Q4 		$436K Buy
2,726
+142
+5% +$21.2K 0.08% 132
2016
Q3 		$362K Sell
2,584
-165
-6% -$23.1K 0.07% 144
2016
Q2 		$388K Buy
2,749
+380
+16% +$50.7K 0.07% 143
2016
Q1 		$305K Sell
2,369
-564
-19% -$66.7K 0.06% 162
2015
Q4 		$345K Buy
2,933
+227
+8% +$26.5K 0.07% 150
2015
Q3 		$314K Sell
2,706
-53
-2% -$6.34K 0.06% 150
2015
Q2 		$337K Sell
2,759
-95
-3% -$11.2K 0.06% 155
2015
Q1 		$338K Sell
2,854
-120
-4% -$13.3K 0.06% 150
2014
Q4 		$301K Hold
2,974
– – 0.05% 159
2014
Q3 		$257K Sell
2,974
-140
-4% -$11.8K 0.05% 165
2014
Q2 		$255K Buy
3,114
+165
+6% +$13K 0.05% 170
2014
Q1 		$242K Buy
+2,949
New +$222K 0.05% 169

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cape Cod Five Cents Savings Bank's UNH Position: Q4 2025 in Review

Cape Cod Five Cents Savings Bank held its UnitedHealth (UNH) position steady in Q4 2025 at 14,057 shares worth $8.22M. The position accounts for 0.75% of the portfolio, ranked #35.

Cape Cod Five Cents Savings Bank first reported a position in UNH in Q1 2014 and has held it in 48 quarters since. The position peaked at $14.9M in Q3 2023. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Cape Cod Five Cents Savings Bank held 14,057 shares of UnitedHealth worth $8.22M as of Q4 2025.
  • Cape Cod Five Cents Savings Bank left its UnitedHealth share count unchanged in Q4 2025.
  • UnitedHealth made up 0.75% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #35 holding.
  • Cape Cod Five Cents Savings Bank first reported a position in UnitedHealth in Q1 2014 and has held it in 48 quarters since.
  • Cape Cod Five Cents Savings Bank's UnitedHealth position peaked at $14.9M in Q3 2023.
  • 3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.