Wellington Shields Capital Management’s UnitedHealth UNH Stock Holding History

Wellington Shields 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	$97.8K	Sell	361 -3,114	-90%	-$927K	0.01%	275
2025 Q4	$1.15M	Sell	3,475 -1,325	-28%	-$449K	0.17%	101
2025 Q3	$1.66M	Sell	4,800 -2,634	-35%	-$797K	0.25%	85
2025 Q2	$2.32M	Sell	7,434 -8,422	-53%	-$3.22M	0.39%	57
2025 Q1	$8.3M	Buy	15,856 +6,045	+62%	+$3.09M	1.51%	17
2024 Q4	$4.96M	Buy	9,811 +2,573	+36%	+$1.46M	0.88%	24
2024 Q3	$4.23M	Buy	7,238 +6	+0.1%	+$3.39K	0.74%	26
2024 Q2	$3.68M	Buy	7,232 +4,330	+149%	+$2.12M	0.67%	31
2024 Q1	$1.44M	Hold	2,902	–	–	0.27%	84
2023 Q4	$1.53M	Buy	2,902 +2,335	+412%	+$1.25M	0.19%	79
2023 Q3	$286K	Hold	567	–	–	0.04%	195
2023 Q2	$273K	Hold	567	–	–	0.03%	198
2023 Q1	$268K	Sell	567 -2,505	-82%	-$1.21M	0.03%	201
2022 Q4	$1.63M	Buy	3,072 +50	+2%	+$26.5K	0.2%	66
2022 Q3	$1.53M	Sell	3,022 -40	-1%	-$21K	0.36%	68
2022 Q2	$1.57M	Sell	3,062 -1,113	-27%	-$559K	0.2%	72
2022 Q1	$2.13M	Sell	4,175 -2,653	-39%	-$1.28M	0.23%	66
2021 Q4	$3.43M	Buy	6,828 +207	+3%	+$93.7K	0.44%	54
2021 Q3	$2.59M	Buy	6,621 +14	+0.2%	+$5.8K	0.35%	58
2021 Q2	$2.65M	Sell	6,607 -87	-1%	-$34.7K	0.32%	71
2021 Q1	$2.49M	Sell	6,694 -507	-7%	-$176K	0.24%	87
2020 Q4	$2.52M	Buy	7,201 +250	+4%	+$83.8K	0.34%	63
2020 Q3	$2.17M	Hold	6,951	–	–	0.34%	59
2020 Q2	$2.05M	Buy	6,951 +237	+4%	+$67.9K	0.33%	64
2020 Q1	$1.67M	Buy	6,714 +1,257	+23%	+$346K	0.32%	67
2019 Q4	$1.6M	Hold	5,457	–	–	0.25%	85
2019 Q3	$1.19M	Hold	5,457	–	–	0.19%	103
2019 Q2	$1.33M	Buy	5,457 +73	+1%	+$17.6K	0.22%	92
2019 Q1	$1.33M	Sell	5,384 -4,525	-46%	-$1.15M	0.23%	92
2018 Q4	$2.47M	Sell	9,909 -973	-9%	-$257K	0.47%	45
2018 Q3	$2.9M	Buy	10,882 +1,200	+12%	+$312K	0.47%	43
2018 Q2	$2.38M	Buy	9,682 +4,325	+81%	+$1.04M	0.39%	48
2018 Q1	$1.15M	Hold	5,357	–	–	0.17%	128
2017 Q4	$1.18M	Hold	5,357	–	–	0.18%	114
2017 Q3	$1.05M	Hold	5,357	–	–	0.17%	122
2017 Q2	$993K	Hold	5,357	–	–	0.16%	131
2017 Q1	$879K	Hold	5,357	–	–	0.14%	148
2016 Q4	$857K	Hold	5,357	–	–	0.14%	147
2016 Q3	$750K	Hold	5,357	–	–	0.13%	157
2016 Q2	$756K	Hold	5,357	–	–	0.13%	142
2016 Q1	$691K	Hold	5,357	–	–	0.12%	151
2015 Q4	$630K	Hold	5,357	–	–	0.11%	161
2015 Q3	$621K	Hold	5,357	–	–	0.11%	165
2015 Q2	$654K	Hold	5,357	–	–	0.1%	193
2015 Q1	$634K	Buy	5,357 +40	+0.8%	+$4.44K	0.09%	192
2014 Q4	$537K	Hold	5,317	–	–	0.09%	212
2014 Q3	$459K	Hold	5,317	–	–	0.08%	220
2014 Q2	$435K	Hold	5,317	–	–	0.07%	241
2014 Q1	$436K	Hold	5,317	–	–	0.07%	219
2013 Q4	$400K	Sell	5,317 -317	-6%	-$22.8K	0.07%	211
2013 Q3	$403K	Hold	5,634	–	–	0.08%	200
2013 Q2	$369K	Buy	+5,634	New	+$351K	0.07%	225

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Shields Capital Management's UNH Position: Q1 2026 in Review

Wellington Shields Capital Management reduced its UnitedHealth (UNH) stake by 90% in Q1 2026, selling an estimated $927K and leaving 361 shares worth $97.8K. The position accounts for 0.01% of the portfolio, ranked #275.

Wellington Shields Capital Management first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.3M in Q1 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Wellington Shields Capital Management held 361 shares of UnitedHealth worth $97.8K as of Q1 2026.
Wellington Shields Capital Management sold 3,114 UnitedHealth shares in Q1 2026, an estimated $927K.
UnitedHealth made up 0.01% of Wellington Shields Capital Management's portfolio in Q1 2026, its #275 holding.
Wellington Shields Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
Wellington Shields Capital Management's UnitedHealth position peaked at $8.3M in Q1 2025.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.