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Moors & Cabot’s UnitedHealth UNH Stock Holding History

Moors & Cabot’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
2022
Q1 		– Sell
-33
Closed -$75K – 970
2021
Q4 		$75K Buy
+33
New +$14.9K ﹤0.01% 832
2020
Q1 		– Sell
-400
Closed -$8K – 688
2019
Q4 		$8K Sell
400
-11,800
-97% -$3.09M ﹤0.01% 608
2019
Q3 		$27K Buy
+12,200
New +$2.94M ﹤0.01% 642

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

Moors & Cabot's UNH Position: Q1 2026 in Review

Moors & Cabot reduced its UnitedHealth (UNH) stake by 6.9% in Q1 2026, selling an estimated $110K and leaving 4,949 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #297.

Moors & Cabot first reported a position in UNH in Q1 2014 and has held it in 49 quarters since. The position peaked at $5.39M in Q3 2020. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Moors & Cabot held 4,949 shares of UnitedHealth worth $1.34M as of Q1 2026.
  • Moors & Cabot sold 368 UnitedHealth shares in Q1 2026, an estimated $110K.
  • UnitedHealth made up 0.06% of Moors & Cabot's portfolio in Q1 2026, its #297 holding.
  • Moors & Cabot first reported a position in UnitedHealth in Q1 2014 and has held it in 49 quarters since.
  • Moors & Cabot's UnitedHealth position peaked at $5.39M in Q3 2020.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.