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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Shayne & Jacobs LLC's UNH Position: Q2 2026 in Review

Shayne & Jacobs LLC reduced its UnitedHealth (UNH) stake by 0.8% in Q2 2026, selling an estimated $22.2K and leaving 7,455 shares worth $3.1M. The position accounts for 0.92% of the portfolio, ranked #22.

Shayne & Jacobs LLC first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.67M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Shayne & Jacobs LLC held 7,455 shares of UnitedHealth worth $3.1M as of Q2 2026.
Shayne & Jacobs LLC sold 60 UnitedHealth shares in Q2 2026, an estimated $22.2K.
UnitedHealth made up 0.92% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #22 holding.
Shayne & Jacobs LLC first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
Shayne & Jacobs LLC's UnitedHealth position peaked at $4.67M in Q3 2024.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.