Jeremy Grantham's MOH Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 43,202 shares of Molina Healthcare, Inc. (MOH) worth $8.27 M, representing 0.02% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in MOH, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 41,002 shares. Largest reduction occurred in Q2 2024, reducing 19,735 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Molina Healthcare (MOH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Molina Healthcare (MOH) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2018 | +8,200 | New Buy | 8,200 | $116.22 |
| Q1 2019 | +20,600 | Add 251.22% | 28,800 | $141.94 |
| Q2 2019 | -28,800 | Sold Out | 28,800 | $0.00 |
| Q2 2024 | +9,065 | New Buy | 9,065 | $297.30 |
| Q3 2024 | -9,065 | Sold Out | 9,065 | $0.00 |
| Q1 2025 | +4,257 | New Buy | 4,257 | $329.39 |
| Q2 2025 | -2,057 | Reduce 48.32% | 2,200 | $297.90 |
| Q3 2025 | +41,002 | Add 1863.73% | 43,202 | $191.36 |
Jeremy Grantham's Molina Healthcare Investment FAQs
Jeremy Grantham first purchased Molina Healthcare, Inc. (MOH) in Q4 2018, acquiring 8,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Molina Healthcare, Inc. (MOH) for 28 quarters since Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Molina Healthcare, Inc. (MOH) was in Q3 2025, adding 43,202 shares worth $8.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 43,202 shares of Molina Healthcare, Inc. (MOH), valued at approximately $8.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Molina Healthcare, Inc. (MOH) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Molina Healthcare, Inc. (MOH) was 43,202 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.