Jeremy Grantham's MOH Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 24,815 shares of Molina Healthcare, Inc. (MOH) worth $4.31 M, representing 0.01% of the portfolio. First purchased in 2018-Q4, this medium-term investment has been held for 9 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 2019, reducing 28,800 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -18,387 | Reduce 42.56% | 24,815 | $173.54 |
| Q3 2025 | +41,002 | Add 1863.73% | 43,202 | $191.36 |
| Q2 2025 | -2,057 | Reduce 48.32% | 2,200 | $297.90 |
| Q1 2025 | +4,257 | New Buy | 4,257 | $329.39 |
| Q3 2024 | -9,065 | Sold Out | 0 | $0.00 |
| Q2 2024 | +9,065 | New Buy | 9,065 | $297.30 |
| Q2 2019 | -28,800 | Sold Out | 0 | $0.00 |
| Q1 2019 | +20,600 | Add 251.22% | 28,800 | $141.94 |
| Q4 2018 | +8,200 | New Buy | 8,200 | $116.22 |
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 9 quarters since Q4 2018.
Jeremy Grantham's largest addition to Molina Healthcare, Inc. (MOH) was in Q3 2025, adding 43,202 shares worth $8.27 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 24,815 shares of Molina Healthcare, Inc. (MOH), valued at approximately $4.31 M.
As of the Q4 2025 filing, Molina Healthcare, Inc. (MOH) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Molina Healthcare, Inc. (MOH) was 43,202 shares, as reported at the end of Q3 2025.