Shayne & Jacobs LLC
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Shayne & Jacobs LLC’s UnitedHealth UNH Stock Holding History

Shayne & Jacobs LLC’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 		$2.7M Sell
7,355
-100
-1% -$40.3K 0.81% 29
2026
Q2 		$3.1M Sell
7,455
-60
-0.8% -$22.2K 0.92% 22
2026
Q1 		$2.03M Hold
7,515
– – 0.63% 32
2025
Q4 		$2.48M Hold
7,515
– – 0.75% 23
2025
Q3 		$2.59M Sell
7,515
-35
-0.5% -$10.6K 0.8% 22
2025
Q2 		$2.36M Sell
7,550
-90
-1% -$34.4K 0.78% 23
2025
Q1 		$4M Sell
7,640
-14
-0.2% -$7.16K 0.98% 13
2024
Q4 		$3.87M Sell
7,654
-330
-4% -$188K 1.01% 14
2024
Q3 		$4.67M Hold
7,984
– – 1.17% 10
2024
Q2 		$4.07M Buy
7,984
+175
+2% +$85.8K 1.13% 11
2024
Q1 		$3.86M Buy
7,809
+885
+13% +$450K 1.05% 12
2023
Q4 		$3.65M Sell
6,924
-23
-0.3% -$12.3K 1.13% 12
2023
Q3 		$3.5M Buy
+6,947
New +$3.42M 1.17% 11

Other funds holding UNH

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Shayne & Jacobs LLC's UNH Position: Q3 2026 in Review

Shayne & Jacobs LLC reduced its UnitedHealth (UNH) stake by 1.3% in Q3 2026, selling an estimated $40.3K and leaving 7,355 shares worth $2.7M. The position accounts for 0.81% of the portfolio, ranked #29.

Shayne & Jacobs LLC first reported a position in UNH in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.67M in Q3 2024. 1,491 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Shayne & Jacobs LLC held 7,355 shares of UnitedHealth worth $2.7M as of Q3 2026.
  • Shayne & Jacobs LLC sold 100 UnitedHealth shares in Q3 2026, an estimated $40.3K.
  • UnitedHealth made up 0.81% of Shayne & Jacobs LLC's portfolio in Q3 2026, its #29 holding.
  • Shayne & Jacobs LLC first reported a position in UnitedHealth in Q3 2023 and has held it in 13 quarters since.
  • Shayne & Jacobs LLC's UnitedHealth position peaked at $4.67M in Q3 2024.
  • 1,491 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q3 2026, filed 21 Oct 2026.