Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,636,750
+$297,601 QoQ
Shares Held
3,938
-20.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,517
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Dec 31, 2021CallValue
$16,570
CallShares
33
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Moors & Cabot, Inc. holds $9,295,675 across 4 Healthcare Plans names. UNH ranks #3 (17.6% of the industry book) .
All Filings in UNH
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,636,750 | 3,938 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,339,149 | 4,949 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,755,194 | 5,317 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,842,520 | 5,336 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,068,049 | 6,629 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,068,490 | 7,768 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,162,721 | 8,229 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,445,906 | 7,604 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,973,246 | 7,802 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,974,914 | 8,035 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,652,941 | 8,838 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,282,589 | 8,494 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,957,589 | 8,234 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,883,272 | 8,217 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $5,159,711 | 9,732 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,164,539 | 10,226 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,347,401 | 10,411 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,337,346 | 10,466 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $16,570 | 33 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $5,276,487 | 10,508 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,953,898 | 10,119 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $4,043,643 | 10,098 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,790,277 | 10,187 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,718,610 | 10,604 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,392,685 | 17,297 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,121,806 | 17,365 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,978,857 | 15,955 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||