APPLETON PARTNERS INC/MA UNH — UNITED HEALTH GROUP INC COMMON

Ownership history in APPLETON PARTNERS INC/MA  ·  54 quarters on record

AI Ownership Summary

APPLETON PARTNERS INC/MA reported UNITED HEALTH GROUP INC COMMON (UNH) in 54 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.62% in 2024 Q3. The latest visible filing shows UNH at 0.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was APPLETON PARTNERS INC/MA's position in UNITED HEALTH GROUP INC COMMON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UNH was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UNH stock page APPLETON PARTNERS INC/MA fund profile APPLETON PARTNERS INC/MA full holdings
How APPLETON PARTNERS INC/MA held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 41,610 -1,247 -2.9% 0.79% $11K 2026-04-28 $366.77
2025 Q4 REDUCED 6.3% -17.4% ✅ 42,857 -2,888 -6.3% 0.93% $14.1M 2026-01-09 $341.33
2025 Q3 REDUCED 9.2% -4.1% ✅ 45,745 -4,633 -9.2% 1.06% $15.8M 2025-11-05 $323.04
2025 Q2 ADDED — — — 50,378 +13,458 +36.5% 1.11% $15.7M 2025-07-22 $279.28
2025 Q1 ADDED — — — 36,920 +77 +0.2% 1.49% $19.3M 2025-04-22 $415.46
2024 Q4 REDUCED — — — 36,843 -803 -2.1% 1.38% $18.6M 2025-01-28 $525.36
2024 Q3 REDUCED — — — 37,646 -1,026 -2.7% 1.62% $22.0M 2024-10-01 $562.73
2024 Q2 REDUCED — — — 38,672 -247 -0.6% 1.52% $19.7M 2024-07-02 $478.97
2024 Q1 ADDED — — — 38,919 +3,866 +11.0% 1.49% $19.3M 2024-04-01 $468.77
2023 Q4 ADDED — — — 35,053 +376 +1.1% 1.49% $18.5M 2024-01-02 $514.26
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNH

As of 2026 Q1 — sorted by position size

BAYBAN 9.43% Seilern Investment Management Ltd 9.07% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 7.26% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 6.8% Vantage Investment Partners, LLC 3Y 7Y 5.62% MFF Capital Investments Ltd 5.56% Bretton Capital Management, LLC 5.37% Sullivan Wood Capital Management LLC 4.61% Generali Powszechne Towarzystwo Emerytalne 4.32% Focused Investors LLC 3Y 7Y 4.31%

FAQ About APPLETON PARTNERS INC/MA and UNH

These are the practical questions this page is built to answer before you even open the full history table.

How long has APPLETON PARTNERS INC/MA reported owning UNH?

APPLETON PARTNERS INC/MA reported UNH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UNH position in APPLETON PARTNERS INC/MA's portfolio?

The largest reported portfolio weight for UNH was 1.62% in 2024 Q3.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2026 Q1, when APPLETON PARTNERS INC/MA reported 41,610 shares, equal to 0.79% of portfolio, with an estimated market value of $11K.

What does the chart on this UNH ownership page compare?

The chart compares APPLETON PARTNERS INC/MA's quarterly UNH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did APPLETON PARTNERS INC/MA time their UNH position?

Based on 13F filing dates vs. subsequent UNH price moves, APPLETON PARTNERS INC/MA correctly timed 26 out of 50 reported position changes (52%). The annualised alpha on UNH relative to SPY over the holding period was +0.5%.

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