Appleton Partners Inc/Ma / UNH
Appleton Partners Inc/Ma’s Unitedhealth Group Inc Position
Does Appleton Partners Inc/Ma own Unitedhealth Group Inc (UNH)? Yes — 41.6K shares worth $11M (+0.79% of its 13F portfolio) as of Q1 2026, down from 42.9K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
41.6K
% of Portfolio
+0.79%
Quarters Held
30
currently held
Position History UNH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 41.6K | $11M | +0.79% |
| Q4 2025 | 42.9K | $14M | +0.93% |
| Q3 2025 | 45.7K | $16M | +1.06% |
| Q2 2025 | 50.4K | $16M | +1.11% |
| Q1 2025 | 36.9K | $19M | +1.49% |
| Q4 2024 | 36.8K | $19M | +1.38% |
| Q3 2024 | 37.6K | $22M | +1.62% |
| Q2 2024 | 38.7K | $20M | +1.52% |
| Q1 2024 | 38.9K | $19M | +1.49% |
| Q4 2023 | 35.1K | $18M | +1.49% |
| Q3 2023 | 34.7K | $17M | +1.55% |
| Q2 2023 | 33.3K | $16M | +1.35% |
| Q1 2023 | 30.0K | $14M | +1.26% |
| Q4 2022 | 30.2K | $16M | +1.52% |
| Q3 2022 | 28.1K | $14M | +1.42% |
| Q2 2022 | 28.2K | $14M | +1.37% |
| Q1 2022 | 27.8K | $14M | +1.16% |
| Q4 2021 | 28.3K | $14M | +1.07% |
| Q3 2021 | 29.3K | $11M | +0.95% |
| Q2 2021 | 30.2K | $12M | +1.03% |
| Q1 2021 | 32.4K | $12M | +1.12% |
| Q4 2020 | 37.8K | $13M | +1.30% |
| Q3 2020 | 36.8K | $11M | +1.27% |
| Q2 2020 | 36.6K | $11M | +1.29% |
| Q1 2020 | 36.4K | $9M | +1.26% |
| Q4 2019 | 37.2K | $11M | +1.20% |
| Q3 2019 | 37.0K | $8M | +0.97% |
| Q2 2019 | 37.2K | $9M | +1.12% |
| Q1 2019 | 37.9K | $9M | +1.24% |
| Q4 2018 | 37.5K | $9M | +1.40% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of UNH.