MCM
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McRae Capital Management’s UnitedHealth UNH Stock Holding History

McRae 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 		$10M Sell
24,171
-3,644
-13% -$1.35M 1.98% 21
2026
Q1 		$7.53M Buy
27,815
+1,714
+7% +$510K 1.56% 28
2025
Q4 		$8.62M Sell
26,101
-273
-1% -$92.5K 1.76% 24
2025
Q3 		$9.11M Buy
26,374
+2,950
+13% +$892K 1.81% 24
2025
Q2 		$7.31M Sell
23,424
-6,733
-22% -$2.57M 1.5% 26
2025
Q1 		$15.8M Buy
30,157
+2,395
+9% +$1.22M 3.33% 11
2024
Q4 		$14M Buy
27,762
+85
+0.3% +$48.3K 2.75% 17
2024
Q3 		$16.2M Sell
27,677
-450
-2% -$255K 3.16% 12
2024
Q2 		$14.3M Buy
28,127
+1,570
+6% +$770K 3.27% 13
2024
Q1 		$13.1M Buy
26,557
+2,555
+11% +$1.3M 2.88% 16
2023
Q4 		$12.6M Buy
24,002
+2,190
+10% +$1.17M 3.16% 16
2023
Q3 		$11M Buy
21,812
+13,067
+149% +$6.43M 3.26% 15
2023
Q2 		$4.2M Buy
8,745
+7,770
+797% +$3.8M 1.19% 26
2023
Q1 		$461K Hold
975
– – 0.13% 61
2022
Q4 		$517K Hold
975
– – 0.15% 60
2022
Q3 		$492K Hold
975
– – 0.15% 59
2022
Q2 		$501K Hold
975
– – 0.14% 61
2022
Q1 		$497K Hold
975
– – 0.11% 67
2021
Q4 		$490K Buy
975
+125
+15% +$56.6K 0.1% 69
2021
Q3 		$332K Hold
850
– – 0.07% 83
2021
Q2 		$340K Sell
850
-50
-6% -$19.9K 0.08% 83
2021
Q1 		$335K Hold
900
– – 0.08% 76
2020
Q4 		$316K Hold
900
– – 0.09% 75
2020
Q3 		$281K Hold
900
– – 0.09% 78
2020
Q2 		$265K Hold
900
– – 0.1% 75
2020
Q1 		$224K Sell
900
-100
-10% -$27.5K 0.11% 75
2019
Q4 		$294K Sell
1,000
-600
-38% -$157K 0.11% 75
2019
Q3 		$348K Hold
1,600
– – 0.14% 71
2019
Q2 		$390K Hold
1,600
– – 0.16% 66
2019
Q1 		$396K Sell
1,600
-50
-3% -$12.8K 0.16% 65
2018
Q4 		$411K Hold
1,650
– – 0.21% 56
2018
Q3 		$439K Hold
1,650
– – 0.19% 59
2018
Q2 		$405K Sell
1,650
-35
-2% -$8.4K 0.17% 67
2018
Q1 		$361K Hold
1,685
– – 0.16% 65
2017
Q4 		$371K Sell
1,685
-40
-2% -$8.48K 0.16% 66
2017
Q3 		$338K Sell
1,725
-400
-19% -$77.3K 0.15% 72
2017
Q2 		$394K Hold
2,125
– – 0.16% 61
2017
Q1 		$349K Sell
2,125
-500
-19% -$81.9K 0.14% 67
2016
Q4 		$420K Hold
2,625
– – 0.19% 61
2016
Q3 		$367K Hold
2,625
– – 0.17% 70
2016
Q2 		$371K Buy
2,625
+250
+11% +$33.3K 0.17% 65
2016
Q1 		$306K Buy
2,375
+575
+32% +$68K 0.14% 73
2015
Q4 		$212K Buy
+1,800
New +$210K 0.1% 73

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

McRae Capital Management reduced its UnitedHealth (UNH) stake by 13% in Q2 2026, selling an estimated $1.35M and leaving 24,171 shares worth $10M. The position accounts for 1.98% of the portfolio, ranked #21.

McRae Capital Management first reported a position in UNH in Q4 2015 and has held it in 43 quarters since. The position peaked at $16.2M in Q3 2024. 652 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • McRae Capital Management held 24,171 shares of UnitedHealth worth $10M as of Q2 2026.
  • McRae Capital Management sold 3,644 UnitedHealth shares in Q2 2026, an estimated $1.35M.
  • UnitedHealth made up 1.98% of McRae Capital Management's portfolio in Q2 2026, its #21 holding.
  • McRae Capital Management first reported a position in UnitedHealth in Q4 2015 and has held it in 43 quarters since.
  • McRae Capital Management's UnitedHealth position peaked at $16.2M in Q3 2024.
  • 652 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on McRae Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.