Estabrook Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.52M | Buy |
9,308
+1
| +0% | +$298 | 0.37% | 58 |
|
|
2025
Q4 | $3.07M | Sell |
9,307
-103
| -1% | -$34.9K | 0.45% | 53 |
|
|
2025
Q3 | $3.25M | Sell |
9,410
-71
| -0.7% | -$21.5K | 0.47% | 51 |
|
|
2025
Q2 | $2.96M | Sell |
9,481
-5,353
| -36% | -$2.05M | 0.46% | 55 |
|
|
2025
Q1 | $7.77M | Sell |
14,834
-396
| -3% | -$202K | 1.26% | 22 |
|
|
2024
Q4 | $7.7M | Sell |
15,230
-2,201
| -13% | -$1.25M | 1.19% | 24 |
|
|
2024
Q3 | $10.2M | Sell |
17,431
-275
| -2% | -$156K | 1.52% | 18 |
|
|
2024
Q2 | $9.02M | Sell |
17,706
-157
| -0.9% | -$77K | 1.39% | 20 |
|
|
2024
Q1 | $8.84M | Sell |
17,863
-529
| -3% | -$269K | 1.37% | 22 |
|
|
2023
Q4 | $9.68M | Sell |
18,392
-236
| -1% | -$126K | 1.58% | 17 |
|
|
2023
Q3 | $9.39M | Sell |
18,628
-126
| -0.7% | -$62K | 1.65% | 17 |
|
|
2023
Q2 | $9.01M | Buy |
18,754
+31
| +0.2% | +$15.2K | 1.5% | 20 |
|
|
2023
Q1 | $8.85M | Sell |
18,723
-67
| -0.4% | -$32.3K | 1.54% | 20 |
|
|
2022
Q4 | $9.96M | Sell |
18,790
-359
| -2% | -$190K | 1.71% | 17 |
|
|
2022
Q3 | $9.67M | Sell |
19,149
-119
| -0.6% | -$62.6K | 1.8% | 14 |
|
|
2022
Q2 | $9.9M | Sell |
19,268
-550
| -3% | -$276K | 1.7% | 20 |
|
|
2022
Q1 | $10.1M | Sell |
19,818
-36
| -0.2% | -$17.4K | 1.49% | 22 |
|
|
2021
Q4 | $9.97M | Sell |
19,854
-537
| -3% | -$243K | 1.41% | 22 |
|
|
2021
Q3 | $7.97M | Sell |
20,391
-394
| -2% | -$163K | 1.25% | 25 |
|
|
2021
Q2 | $8.32M | Sell |
20,785
-294
| -1% | -$117K | 1.26% | 26 |
|
|
2021
Q1 | $7.84M | Sell |
21,079
-911
| -4% | -$316K | 1.21% | 26 |
|
|
2020
Q4 | $7.71M | Sell |
21,990
-627
| -3% | -$210K | 1.28% | 24 |
|
|
2020
Q3 | $7.05M | Sell |
22,617
-498
| -2% | -$153K | 1.29% | 22 |
|
|
2020
Q2 | $6.82M | Sell |
23,115
-534
| -2% | -$153K | 1.3% | 24 |
|
|
2020
Q1 | $5.9M | Sell |
23,649
-1,062
| -4% | -$292K | 1.24% | 24 |
|
|
2019
Q4 | $7.26M | Sell |
24,711
-452
| -2% | -$118K | 1.09% | 30 |
|
|
2019
Q3 | $5.47M | Sell |
25,163
-889
| -3% | -$215K | 0.91% | 37 |
|
|
2019
Q2 | $6.36M | Sell |
26,052
-626
| -2% | -$151K | 1.04% | 31 |
|
|
2019
Q1 | $6.6M | Sell |
26,678
-323
| -1% | -$82.4K | 1.09% | 30 |
|
|
2018
Q4 | $6.73M | Sell |
27,001
-1,484
| -5% | -$392K | 1.25% | 28 |
|
|
2018
Q3 | $7.58M | Sell |
28,485
-1,071
| -4% | -$279K | 1.15% | 28 |
|
|
2018
Q2 | $7.25M | Sell |
29,556
-2,399
| -8% | -$576K | 1.14% | 29 |
|
|
2018
Q1 | $6.84M | Sell |
31,955
-232
| -0.7% | -$53K | 1.07% | 32 |
|
|
2017
Q4 | $7.1M | Sell |
32,187
-797
| -2% | -$169K | 1.07% | 32 |
|
|
2017
Q3 | $6.46M | Sell |
32,984
-1,670
| -5% | -$323K | 1% | 36 |
|
|
2017
Q2 | $6.43M | Sell |
34,654
-1,051
| -3% | -$184K | 1.02% | 37 |
|
|
2017
Q1 | $5.86M | Sell |
35,705
-1,443
| -4% | -$236K | 0.92% | 37 |
|
|
2016
Q4 | $5.95M | Sell |
37,148
-10,600
| -22% | -$1.58M | 0.93% | 37 |
|
|
2016
Q3 | $6.68M | Sell |
47,748
-3,550
| -7% | -$497K | 0.98% | 39 |
|
|
2016
Q2 | $7.24M | Sell |
51,298
-3,498
| -6% | -$466K | 1.09% | 37 |
|
|
2016
Q1 | $7.06M | Sell |
54,796
-2,607
| -5% | -$308K | 1.05% | 37 |
|
|
2015
Q4 | $6.75M | Sell |
57,403
-1,641
| -3% | -$192K | 0.98% | 36 |
|
|
2015
Q3 | $6.85M | Buy |
59,044
+7,647
| +15% | +$915K | 0.99% | 37 |
|
|
2015
Q2 | $6.27M | Buy |
51,397
+309
| +0.6% | +$36.6K | 0.78% | 41 |
|
|
2015
Q1 | $6.04M | Buy |
51,088
+12,069
| +31% | +$1.34M | 0.71% | 41 |
|
|
2014
Q4 | $3.94M | Sell |
39,019
-1,399
| -3% | -$133K | 0.43% | 49 |
|
|
2014
Q3 | $3.49M | Sell |
40,418
-1,776
| -4% | -$150K | 0.37% | 50 |
|
|
2014
Q2 | $3.45M | Sell |
42,194
-9,198
| -18% | -$724K | 0.35% | 53 |
|
|
2014
Q1 | $4.21M | Sell |
51,392
-290
| -0.6% | -$21.8K | 0.43% | 52 |
|
|
2013
Q4 | $3.89M | Buy |
51,682
+1,931
| +4% | +$139K | 0.4% | 53 |
|
|
2013
Q3 | $3.56M | Buy |
49,751
+8,108
| +19% | +$580K | 0.39% | 52 |
|
|
2013
Q2 | $2.73M | Buy |
+41,643
| New | +$2.59M | 0.29% | 62 |
|
Other funds holding UNH
VCM
VPM
Estabrook Capital Management's UNH Position: Q1 2026 in Review
Estabrook Capital Management increased its UnitedHealth (UNH) stake by 0.01% in Q1 2026, buying an estimated $298 and bringing the position to 9,308 shares worth $2.52M. The position accounts for 0.37% of the portfolio, ranked #58.
Estabrook Capital Management first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.2M in Q3 2024. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Estabrook Capital Management held 9,308 shares of UnitedHealth worth $2.52M as of Q1 2026.
- Estabrook Capital Management bought 1 UnitedHealth share in Q1 2026, an estimated $298.
- UnitedHealth made up 0.37% of Estabrook Capital Management's portfolio in Q1 2026, its #58 holding.
- Estabrook Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Estabrook Capital Management's UnitedHealth position peaked at $10.2M in Q3 2024.
- 3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Estabrook Capital Management's 13F filing for Q1 2026, filed 14 May 2026.