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Hodges Capital Management’s UnitedHealth UNH Stock Holding History

Hodges Capital Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$779K Buy
+1,875
New +$695K 0.05% 169
2026
Q1 		– Sell
-17,223
Closed -$5.69M – 224
2025
Q4 		$5.69M Buy
17,223
+161
+0.9% +$54.6K 0.49% 65
2025
Q3 		$5.89M Buy
+17,062
New +$5.16M 0.5% 64
2025
Q2 		– Sell
-400
Closed -$153K – 231
2025
Q1 		$5.04M Buy
+400
New +$204K 0.5% 64
2024
Q4 		– Sell
-975
Closed -$570K – 226
2024
Q3 		$570K Hold
975
– – 0.04% 173
2024
Q2 		$497K Hold
975
– – 0.03% 180
2024
Q1 		$482K Sell
975
-1,324
-58% -$673K 0.03% 178
2023
Q4 		$1.21M Buy
2,299
+63
+3% +$33.6K 0.06% 153
2023
Q3 		$1.13M Buy
+2,236
New +$1.1M 0.13% 144
2023
Q2 		– Sell
-3,714
Closed -$1.82M – 151
2023
Q1 		$1.19M Buy
3,714
+339
+10% +$164K 0.1% 148
2022
Q4 		$1.79M Buy
3,375
+258
+8% +$137K 0.16% 123
2022
Q3 		$1.57M Buy
3,117
+1,567
+101% +$824K 0.26% 96
2022
Q2 		$796K Buy
1,550
+390
+34% +$196K 0.08% 146
2022
Q1 		$592K Hold
1,160
– – 0.05% 180
2021
Q4 		$582K Buy
1,160
+444
+62% +$201K 0.04% 185
2021
Q3 		$280K Hold
716
– – 0.02% 217
2021
Q2 		$287K Buy
716
+100
+16% +$39.9K 0.03% 209
2021
Q1 		$229K Hold
616
– – 0.03% 202
2020
Q4 		$216K Sell
616
-25
-4% -$8.38K 0.03% 193
2020
Q3 		$200K Buy
+641
New +$197K 0.04% 191

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hodges Capital Management's UNH Position: Q2 2026 in Review

Hodges Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 1,875 shares worth $779K. The stake represents 0.05% of the portfolio and ranks #169 among its holdings. This is a return to the name: Hodges Capital Management previously reported a position in UNH as recently as Q4 2025.

Hodges Capital Management first reported a position in UNH in Q3 2020 and has held it in 20 quarters since. The position peaked at $5.89M in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hodges Capital Management held 1,875 shares of UnitedHealth worth $779K as of Q2 2026.
  • UnitedHealth was a new Hodges Capital Management position in Q2 2026.
  • UnitedHealth made up 0.05% of Hodges Capital Management's portfolio in Q2 2026, its #169 holding.
  • Hodges Capital Management first reported a position in UnitedHealth in Q3 2020 and has held it in 20 quarters since.
  • Hodges Capital Management's UnitedHealth position peaked at $5.89M in Q3 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hodges Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.