Smith, Moore & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $571K | Sell |
2,112
-72
| -3% | -$21.4K | 0.04% | 307 |
|
|
2025
Q4 | $721K | Sell |
2,184
-87
| -4% | -$29.5K | 0.05% | 256 |
|
|
2025
Q3 | $784K | Sell |
2,271
-97
| -4% | -$29.3K | 0.06% | 241 |
|
|
2025
Q2 | $739K | Buy |
2,368
+146
| +7% | +$55.8K | 0.06% | 250 |
|
|
2025
Q1 | $1.16M | Buy |
2,222
+61
| +3% | +$31.2K | 0.11% | 181 |
|
|
2024
Q4 | $1.09M | Buy |
2,161
+60
| +3% | +$34.1K | 0.1% | 178 |
|
|
2024
Q3 | $1.23M | Sell |
2,101
-132
| -6% | -$74.7K | 0.12% | 159 |
|
|
2024
Q2 | $1.14M | Buy |
2,233
+65
| +3% | +$31.9K | 0.12% | 160 |
|
|
2024
Q1 | $1.07M | Sell |
2,168
-29
| -1% | -$14.7K | 0.11% | 165 |
|
|
2023
Q4 | $1.16M | Buy |
2,197
+132
| +6% | +$70.4K | 0.14% | 139 |
|
|
2023
Q3 | $1.04M | Sell |
2,065
-1,725
| -46% | -$849K | 0.14% | 133 |
|
|
2023
Q2 | $1.82M | Sell |
3,790
-105
| -3% | -$51.3K | 0.23% | 89 |
|
|
2023
Q1 | $1.84M | Sell |
3,895
-882
| -18% | -$426K | 0.25% | 83 |
|
|
2022
Q4 | $2.53M | Buy |
4,777
+870
| +22% | +$461K | 0.35% | 55 |
|
|
2022
Q3 | $1.97M | Buy |
3,907
+50
| +1% | +$26.3K | 0.3% | 70 |
|
|
2022
Q2 | $1.98M | Buy |
3,857
+315
| +9% | +$158K | 0.31% | 75 |
|
|
2022
Q1 | $1.81M | Buy |
3,542
+319
| +10% | +$154K | 0.25% | 81 |
|
|
2021
Q4 | $1.62M | Buy |
3,223
+144
| +5% | +$65.2K | 0.22% | 84 |
|
|
2021
Q3 | $1.2M | Buy |
3,079
+4
| +0.1% | +$1.66K | 0.18% | 109 |
|
|
2021
Q2 | $1.23M | Buy |
3,075
+12
| +0.4% | +$4.79K | 0.19% | 104 |
|
|
2021
Q1 | $1.14M | Sell |
3,063
-125
| -4% | -$43.3K | 0.18% | 114 |
|
|
2020
Q4 | $1.12M | Buy |
3,188
+111
| +4% | +$37.2K | 0.21% | 93 |
|
|
2020
Q3 | $959K | Buy |
3,077
+64
| +2% | +$19.7K | 0.2% | 95 |
|
|
2020
Q2 | $889K | Sell |
3,013
-7
| -0.2% | -$2.01K | 0.2% | 95 |
|
|
2020
Q1 | $753K | Sell |
3,020
-3
| -0.1% | -$826 | 0.2% | 99 |
|
|
2019
Q4 | $889K | Sell |
3,023
-262
| -8% | -$68.5K | 0.18% | 100 |
|
|
2019
Q3 | $714K | Buy |
3,285
+129
| +4% | +$31.1K | 0.16% | 126 |
|
|
2019
Q2 | $770K | Buy |
3,156
+41
| +1% | +$9.86K | 0.17% | 119 |
|
|
2019
Q1 | $770K | Sell |
3,115
-564
| -15% | -$144K | 0.18% | 117 |
|
|
2018
Q4 | $916K | Buy |
3,679
+1,019
| +38% | +$269K | 0.25% | 84 |
|
|
2018
Q3 | $708K | Buy |
2,660
+121
| +5% | +$31.5K | 0.16% | 127 |
|
|
2018
Q2 | $623K | Buy |
2,539
+394
| +18% | +$94.6K | 0.16% | 132 |
|
|
2018
Q1 | $459K | Sell |
2,145
-272
| -11% | -$62.1K | 0.12% | 164 |
|
|
2017
Q4 | $533K | Sell |
2,417
-60
| -2% | -$12.7K | 0.14% | 144 |
|
|
2017
Q3 | $485K | Buy |
+2,477
| New | +$479K | 0.14% | 145 |
|
|
2017
Q1 | – | Sell |
-1,570
| Closed | -$251K | – | 242 |
|
|
2016
Q4 | $251K | Buy |
1,570
+1
| +0.1% | +$149 | 0.1% | 192 |
|
|
2016
Q3 | $220K | Buy |
1,569
+101
| +7% | +$14.1K | 0.09% | 193 |
|
|
2016
Q2 | $207K | Buy |
+1,468
| New | +$196K | 0.09% | 196 |
|
Other funds holding UNH
VCM
VPM
Smith, Moore & Co's UNH Position: Q1 2026 in Review
Smith, Moore & Co reduced its UnitedHealth (UNH) stake by 3.3% in Q1 2026, selling an estimated $21.4K and leaving 2,112 shares worth $571K. The position accounts for 0.04% of the portfolio, ranked #307.
Smith, Moore & Co first reported a position in UNH in Q2 2016 and has held it in 38 quarters since. The position peaked at $2.53M in Q4 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Smith, Moore & Co held 2,112 shares of UnitedHealth worth $571K as of Q1 2026.
- Smith, Moore & Co sold 72 UnitedHealth shares in Q1 2026, an estimated $21.4K.
- UnitedHealth made up 0.04% of Smith, Moore & Co's portfolio in Q1 2026, its #307 holding.
- Smith, Moore & Co first reported a position in UnitedHealth in Q2 2016 and has held it in 38 quarters since.
- Smith, Moore & Co's UnitedHealth position peaked at $2.53M in Q4 2022.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.