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McElhenny Sheffield Capital Management’s UnitedHealth UNH Stock Holding History

McElhenny Sheffield 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 		$579K Buy
1,392
+89
+7% +$33K 0.14% 28
2026
Q1 		$353K Buy
1,303
+75
+6% +$22.3K 0.09% 53
2025
Q4 		$405K Buy
1,228
+25
+2% +$8.47K 0.1% 58
2025
Q3 		$415K Sell
1,203
-400
-25% -$121K 0.1% 62
2025
Q2 		$500K Buy
1,603
+570
+55% +$218K 0.13% 50
2025
Q1 		$541K Hold
1,033
– – 0.2% 42
2024
Q4 		$523K Hold
1,033
– – 0.18% 45
2024
Q3 		$604K Sell
1,033
-915
-47% -$518K 0.2% 36
2024
Q2 		$992K Sell
1,948
-66
-3% -$32.3K 0.34% 21
2024
Q1 		$996K Buy
2,014
+6
+0.3% +$3.05K 0.35% 22
2023
Q4 		$1.06M Buy
2,008
+986
+96% +$526K 0.43% 20
2023
Q3 		$515K Hold
1,022
– – 0.26% 49
2023
Q2 		$491K Sell
1,022
-336
-25% -$164K 0.21% 51
2023
Q1 		$642K Buy
1,358
+41
+3% +$19.8K 0.34% 53
2022
Q4 		$698K Buy
1,317
+21
+2% +$11.1K 0.32% 46
2022
Q3 		$655K Sell
1,296
-1
-0.1% -$526 0.5% 41
2022
Q2 		$666K Buy
1,297
+32
+3% +$16.1K 0.31% 47
2022
Q1 		$645K Hold
1,265
– – 0.23% 61
2021
Q4 		$635K Hold
1,265
– – 0.24% 60
2021
Q3 		$494K Buy
+1,265
New +$524K 0.22% 69

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

McElhenny Sheffield Capital Management's UNH Position: Q2 2026 in Review

McElhenny Sheffield Capital Management increased its UnitedHealth (UNH) stake by 6.8% in Q2 2026, buying an estimated $33K and bringing the position to 1,392 shares worth $579K. The position accounts for 0.14% of the portfolio, ranked #28.

McElhenny Sheffield Capital Management first reported a position in UNH in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.06M in Q4 2023. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • McElhenny Sheffield Capital Management held 1,392 shares of UnitedHealth worth $579K as of Q2 2026.
  • McElhenny Sheffield Capital Management bought 89 UnitedHealth shares in Q2 2026, an estimated $33K.
  • UnitedHealth made up 0.14% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #28 holding.
  • McElhenny Sheffield Capital Management first reported a position in UnitedHealth in Q3 2021 and has held it in 20 quarters since.
  • McElhenny Sheffield Capital Management's UnitedHealth position peaked at $1.06M in Q4 2023.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.