Minot DeBlois Advisors’s UnitedHealth UNH Stock Holding History

Minot DeBlois Advisors’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	$2.71K	Sell	10 -15	-60%	-$4.47K	﹤0.01%	184
2025 Q4	$8.25K	Hold	25	–	–	0.01%	127
2025 Q3	$8.63K	Hold	25	–	–	0.01%	155
2025 Q2	$7.8K	Hold	25	–	–	0.01%	165
2025 Q1	$13.1K	Sell	25 -75	-75%	-$38.3K	0.01%	146
2024 Q4	$50.6K	Buy	+100	New	+$56.8K	0.05%	114

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

Minot DeBlois Advisors's UNH Position: Q1 2026 in Review

Minot DeBlois Advisors reduced its UnitedHealth (UNH) stake by 60% in Q1 2026, selling an estimated $4.47K and leaving 10 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Minot DeBlois Advisors first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $50.6K in Q4 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Minot DeBlois Advisors held 10 shares of UnitedHealth worth $2.71K as of Q1 2026.
Minot DeBlois Advisors sold 15 UnitedHealth shares in Q1 2026, an estimated $4.47K.
UnitedHealth made up ﹤0.01% of Minot DeBlois Advisors's portfolio in Q1 2026, its #184 holding.
Minot DeBlois Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Minot DeBlois Advisors's UnitedHealth position peaked at $50.6K in Q4 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.