HCM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hodges Capital Management's UNH Position: Q1 2026 in Review

Hodges Capital Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 17,223 shares — an estimated $5.69M sold.

Hodges Capital Management first reported a position in UNH in Q3 2020 and held it in 19 quarters. The position peaked at $5.89M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Hodges Capital Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Hodges Capital Management sold 17,223 UnitedHealth shares in Q1 2026, an estimated $5.69M.
  • Hodges Capital Management first reported a position in UnitedHealth in Q3 2020 and held it in 19 quarters.
  • Hodges Capital Management's UnitedHealth position peaked at $5.89M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Hodges Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.