MCM
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Morton Capital Management’s UnitedHealth UNH Stock Holding History

Morton Capital Management’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 		– Sell
-654
Closed -$216K – 146
2025
Q4 		$216K Sell
654
-25
-4% -$8.47K 0.03% 122
2025
Q3 		$234K Buy
679
+19
+3% +$5.75K 0.04% 113
2025
Q2 		$206K Buy
660
+270
+69% +$103K 0.04% 118
2025
Q1 		$204K Buy
+390
New +$199K 0.04% 106
2024
Q4 		– Sell
-368
Closed -$215K – 116
2024
Q3 		$215K Buy
+368
New +$208K 0.04% 103

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morton Capital Management's UNH Position: Q1 2026 in Review

Morton Capital Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 654 shares — an estimated $216K sold.

Morton Capital Management first reported a position in UNH in Q3 2024 and held it in 5 quarters. The position peaked at $234K in Q3 2025. 3,044 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Morton Capital Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Morton Capital Management sold 654 UnitedHealth shares in Q1 2026, an estimated $216K.
  • Morton Capital Management first reported a position in UnitedHealth in Q3 2024 and held it in 5 quarters.
  • Morton Capital Management's UnitedHealth position peaked at $234K in Q3 2025.
  • 3,044 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Morton Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.