Mascoma Wealth 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
Q2 | $165K | Buy |
398
+10
| +3% | +$3.71K | 0.03% | 109 |
|
|
2026
Q1 | $105K | Sell |
388
-162
| -29% | -$48.2K | 0.02% | 132 |
|
|
2025
Q4 | $182K | Buy |
550
+3
| +0.5% | +$1.02K | 0.04% | 94 |
|
|
2025
Q3 | $189K | Hold |
547
| – | – | 0.04% | 97 |
|
|
2025
Q2 | $171K | Sell |
547
-92
| -14% | -$35.2K | 0.04% | 97 |
|
|
2025
Q1 | $335K | Hold |
639
| – | – | 0.08% | 70 |
|
|
2024
Q4 | $323K | Sell |
639
-15
| -2% | -$8.52K | 0.08% | 69 |
|
|
2024
Q3 | $382K | Sell |
654
-52
| -7% | -$29.4K | 0.1% | 66 |
|
|
2024
Q2 | $360K | Sell |
706
-129
| -15% | -$63.2K | 0.1% | 68 |
|
|
2024
Q1 | $413K | Hold |
835
| – | – | 0.12% | 63 |
|
|
2023
Q4 | $440K | Sell |
835
-23
| -3% | -$12.3K | 0.13% | 59 |
|
|
2023
Q3 | $433K | Buy |
858
+92
| +12% | +$45.3K | 0.14% | 65 |
|
|
2023
Q2 | $387K | Sell |
766
-99
| -11% | -$48.4K | 0.12% | 71 |
|
|
2023
Q1 | $426K | Sell |
865
-24
| -3% | -$11.6K | 0.12% | 78 |
|
|
2022
Q4 | $471K | Sell |
889
-163
| -15% | -$86.3K | 0.15% | 68 |
|
|
2022
Q3 | $531K | Buy |
1,052
+1
| +0.1% | +$526 | 0.18% | 65 |
|
|
2022
Q2 | $540K | Sell |
1,051
-36
| -3% | -$18.1K | 0.18% | 65 |
|
|
2022
Q1 | $554K | Buy |
1,087
+112
| +11% | +$54K | 0.18% | 69 |
|
|
2021
Q4 | $490K | Buy |
975
+109
| +13% | +$49.3K | 0.17% | 61 |
|
|
2021
Q3 | $338K | Sell |
866
-9
| -1% | -$3.73K | 0.13% | 81 |
|
|
2021
Q2 | $350K | Hold |
875
| – | – | 0.15% | 78 |
|
|
2021
Q1 | $326K | Buy |
875
+71
| +9% | +$24.6K | 0.14% | 80 |
|
|
2020
Q4 | $282K | Buy |
+804
| New | +$270K | 0.14% | 80 |
|
|
2019
Q3 | – | Sell |
-879
| Closed | -$214K | – | 318 |
|
|
2019
Q2 | $214K | Hold |
879
| – | – | 0.13% | 77 |
|
|
2019
Q1 | $217K | Buy |
879
+9
| +1% | +$2.29K | 0.15% | 67 |
|
|
2018
Q4 | $217K | Hold |
870
| – | – | 0.17% | 62 |
|
|
2018
Q3 | $231K | Hold |
870
| – | – | 0.15% | 71 |
|
|
2018
Q2 | $213K | Hold |
870
| – | – | 0.15% | 65 |
|
|
2018
Q1 | $186K | Hold |
870
| – | – | 0.12% | 74 |
|
|
2017
Q4 | $202K | Sell |
870
-140
| -14% | -$29.7K | 0.12% | 70 |
|
|
2017
Q3 | $198K | Sell |
1,010
-121
| -11% | -$23.4K | 0.13% | 74 |
|
|
2017
Q2 | $210K | Buy |
1,131
+121
| +12% | +$21.2K | 0.14% | 69 |
|
|
2017
Q1 | $166K | Hold |
1,010
| – | – | 0.12% | 74 |
|
|
2016
Q4 | $162K | Buy |
+1,010
| New | +$151K | 0.12% | 74 |
|
Other funds holding UNH
Mascoma Wealth Management's UNH Position: Q2 2026 in Review
Mascoma Wealth Management increased its UnitedHealth (UNH) stake by 2.6% in Q2 2026, buying an estimated $3.71K and bringing the position to 398 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #109.
Mascoma Wealth Management first reported a position in UNH in Q4 2016 and has held it in 34 quarters since. The position peaked at $554K in Q1 2022. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Mascoma Wealth Management held 398 shares of UnitedHealth worth $165K as of Q2 2026.
- Mascoma Wealth Management bought 10 UnitedHealth shares in Q2 2026, an estimated $3.71K.
- UnitedHealth made up 0.03% of Mascoma Wealth Management's portfolio in Q2 2026, its #109 holding.
- Mascoma Wealth Management first reported a position in UnitedHealth in Q4 2016 and has held it in 34 quarters since.
- Mascoma Wealth Management's UnitedHealth position peaked at $554K in Q1 2022.
- 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.