MC
UNH icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Moors & Cabot's UNH Position: Q2 2026 in Review

Moors & Cabot reduced its UnitedHealth (UNH) stake by 20% in Q2 2026, selling an estimated $375K and leaving 3,938 shares worth $1.64M. The position accounts for 0.06% of the portfolio, ranked #276.

Moors & Cabot first reported a position in UNH in Q1 2014 and has held it in 50 quarters since. The position peaked at $5.39M in Q3 2020. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Moors & Cabot held 3,938 shares of UnitedHealth worth $1.64M as of Q2 2026.
  • Moors & Cabot sold 1,011 UnitedHealth shares in Q2 2026, an estimated $375K.
  • UnitedHealth made up 0.06% of Moors & Cabot's portfolio in Q2 2026, its #276 holding.
  • Moors & Cabot first reported a position in UnitedHealth in Q1 2014 and has held it in 50 quarters since.
  • Moors & Cabot's UnitedHealth position peaked at $5.39M in Q3 2020.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.