Samantha McLemore
UNH icon

Samantha McLemore’s UnitedHealth UNH Stock Holding History

Samantha McLemore’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
Q3 		$156M Sell
425,852
-11,921
-3% -$4.8M 4.97% 6
2026
Q2 		$182M Buy
437,773
+632
+0.1% +$234K 5.96% 4
2026
Q1 		$118M Buy
437,141
+68,848
+19% +$20.5M 4.32% 7
2025
Q4 		$122M Sell
368,293
-3,070
-0.8% -$1.04M 4.69% 6
2025
Q3 		$128M Buy
371,363
+179,431
+93% +$54.3M 5.13% 3
2025
Q2 		$59.9M Buy
+191,932
New +$73.4M 2.7% 15

Other funds holding UNH

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Samantha McLemore's UNH Position: Q3 2026 in Review

Samantha McLemore reduced its UnitedHealth (UNH) stake by 2.7% in Q3 2026, selling an estimated $4.8M and leaving 425,852 shares worth $156M. The position accounts for 4.97% of the portfolio, ranked #6.

Samantha McLemore first reported a position in UNH in Q2 2025 and has held it in 6 quarters since. The position peaked at $182M in Q2 2026. 2,470 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Samantha McLemore held 425,852 shares of UnitedHealth worth $156M as of Q3 2026.
  • Samantha McLemore sold 11,921 UnitedHealth shares in Q3 2026, an estimated $4.8M.
  • UnitedHealth made up 4.97% of Samantha McLemore's portfolio in Q3 2026, its #6 holding.
  • Samantha McLemore first reported a position in UnitedHealth in Q2 2025 and has held it in 6 quarters since.
  • Samantha McLemore's UnitedHealth position peaked at $182M in Q2 2026.
  • 2,470 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Patient Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.