MIM
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Moseley Investment Management’s UnitedHealth UNH Stock Holding History

Moseley Investment 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 		$459K Sell
1,696
-197
-10% -$58.7K 0.15% 90
2025
Q4 		$625K Buy
1,893
+278
+17% +$94.2K 0.19% 83
2025
Q3 		$558K Sell
1,615
-258
-14% -$78K 0.17% 91
2025
Q2 		$584K Sell
1,873
-650
-26% -$248K 0.2% 84
2025
Q1 		$1.32M Sell
2,523
-9
-0.4% -$4.6K 0.52% 51
2024
Q4 		$1.28M Sell
2,532
-49
-2% -$27.8K 0.5% 49
2024
Q3 		$1.51M Buy
2,581
+136
+6% +$76.9K 0.6% 43
2024
Q2 		$1.25M Buy
2,445
+30
+1% +$14.7K 0.58% 45
2024
Q1 		$1.19M Buy
2,415
+302
+14% +$154K 0.59% 45
2023
Q4 		$1.11M Buy
2,113
+1,380
+188% +$736K 0.62% 43
2023
Q3 		$370K Buy
733
+3
+0.4% +$1.48K 0.22% 95
2023
Q2 		$351K Buy
730
+10
+1% +$4.89K 0.2% 99
2023
Q1 		$340K Buy
720
+39
+6% +$18.8K 0.22% 100
2022
Q4 		$361K Hold
681
– – 0.26% 89
2022
Q3 		$344K Hold
681
– – 0.25% 93
2022
Q2 		$350K Hold
681
– – 0.24% 97
2022
Q1 		$347K Hold
681
– – 0.19% 119
2021
Q4 		$342K Hold
681
– – 0.16% 137
2021
Q3 		$267K Hold
681
– – 0.13% 147
2021
Q2 		$273K Hold
681
– – 0.13% 148
2021
Q1 		$253K Buy
681
+4
+0.6% +$1.39K 0.14% 147
2020
Q4 		$237K Buy
+677
New +$227K 0.14% 138
2019
Q3 		– Sell
-908
Closed -$222K – 128
2019
Q2 		$222K Hold
908
– – 0.21% 117
2019
Q1 		$225K Buy
+908
New +$232K 0.23% 116

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

Moseley Investment Management's UNH Position: Q1 2026 in Review

Moseley Investment Management reduced its UnitedHealth (UNH) stake by 10% in Q1 2026, selling an estimated $58.7K and leaving 1,696 shares worth $459K. The position accounts for 0.15% of the portfolio, ranked #90.

Moseley Investment Management first reported a position in UNH in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.51M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Moseley Investment Management held 1,696 shares of UnitedHealth worth $459K as of Q1 2026.
  • Moseley Investment Management sold 197 UnitedHealth shares in Q1 2026, an estimated $58.7K.
  • UnitedHealth made up 0.15% of Moseley Investment Management's portfolio in Q1 2026, its #90 holding.
  • Moseley Investment Management first reported a position in UnitedHealth in Q1 2019 and has held it in 24 quarters since.
  • Moseley Investment Management's UnitedHealth position peaked at $1.51M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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