Shelton Capital Management’s UnitedHealth UNH Stock Holding History

Shelton 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 Q1	$9.25M	Buy	34,180 +108	+0.3%	+$32.2K	0.2%	106
2025 Q4	$11.2M	Hold	34,072	–	–	0.22%	100
2025 Q3	$11.8M	Sell	34,072 -166	-0.5%	-$50.2K	0.25%	97
2025 Q2	$10.7M	Sell	34,238 -53	-0.2%	-$20.3K	0.25%	102
2025 Q1	$18M	Buy	34,291 +91	+0.3%	+$46.5K	0.43%	58
2024 Q4	$17.3M	Buy	34,200 +4,182	+14%	+$2.38M	0.43%	44
2024 Q3	$17.6M	Sell	30,018 -4,959	-14%	-$2.8M	0.45%	41
2024 Q2	$17.8M	Buy	34,977 +13,490	+63%	+$6.61M	0.48%	42
2024 Q1	$10.6M	Buy	21,487 +812	+4%	+$413K	0.3%	78
2023 Q4	$10.9M	Sell	20,675 -12,242	-37%	-$6.53M	0.34%	67
2023 Q3	$16.6M	Hold	32,917	–	–	0.61%	28
2023 Q2	$15.8M	Buy	32,917 +2,751	+9%	+$1.35M	0.57%	32
2023 Q1	$14.3M	Buy	30,166 +14,166	+89%	+$6.84M	0.59%	27
2022 Q4	$8.48M	Sell	16,000 -2,109	-12%	-$1.12M	0.89%	12
2022 Q3	$9.15M	Sell	18,109 -3,784	-17%	-$1.99M	0.43%	56
2022 Q2	$11.2M	Buy	21,893 +48	+0.2%	+$24.1K	0.51%	43
2022 Q1	$11.1M	Buy	21,845 +4,200	+24%	+$2.03M	0.41%	52
2021 Q4	$8.86M	Sell	17,645 -2,748	-13%	-$1.24M	0.31%	72
2021 Q3	$7.97M	Buy	20,393 +7,169	+54%	+$2.97M	0.31%	68
2021 Q2	$5.29M	Hold	13,224	–	–	0.2%	111
2021 Q1	$4.92M	Sell	13,224 -6,778	-34%	-$2.35M	0.17%	128
2020 Q4	$7.01M	Sell	20,002 -23,188	-54%	-$7.77M	0.32%	65
2020 Q3	$13.5M	Buy	43,190 +21,840	+102%	+$6.71M	0.56%	32
2020 Q2	$6.3M	Buy	21,350 +1,100	+5%	+$315K	0.35%	61
2020 Q1	$5.05M	Buy	20,250 +9,813	+94%	+$2.7M	0.37%	55
2019 Q4	$3.07M	Buy	10,437 +2,130	+26%	+$557K	0.17%	118
2019 Q3	$1.8M	Hold	8,307	–	–	0.11%	172
2019 Q2	$2.03M	Buy	8,307 +6,253	+304%	+$1.5M	0.12%	168
2019 Q1	$8.31K	Sell	2,054 -5,553	-73%	-$1.42M	0.03%	450
2018 Q4	$1.9M	Hold	7,607	–	–	0.13%	149
2018 Q3	$2.02M	Sell	7,607 -70	-0.9%	-$18.2K	0.12%	153
2018 Q2	$1.88M	Buy	7,677 +521	+7%	+$125K	0.12%	159
2018 Q1	$1.53M	Hold	7,156	–	–	0.1%	176
2017 Q4	$1.58M	Hold	7,156	–	–	0.1%	174
2017 Q3	$1.4M	Hold	7,156	–	–	0.09%	194
2017 Q2	$1.33M	Sell	7,156 -80	-1%	-$14K	0.09%	193
2017 Q1	$1.19M	Sell	7,236 -1,800	-20%	-$295K	0.08%	205
2016 Q4	$1.45M	Sell	9,036 -3,735	-29%	-$558K	0.11%	183
2016 Q3	$1.79M	Buy	12,771 +5,400	+73%	+$756K	0.15%	135
2016 Q2	$1.04M	Sell	7,371 -1,385	-16%	-$185K	0.09%	192
2016 Q1	$1.13M	Sell	8,756 -2,218	-20%	-$262K	0.1%	186
2015 Q4	$1.29M	Buy	10,974 +2,838	+35%	+$332K	0.12%	160
2015 Q3	$944K	Buy	8,136 +370	+5%	+$44.3K	0.1%	185
2015 Q2	$947K	Sell	7,766 -436	-5%	-$51.6K	0.1%	194
2015 Q1	$970K	Buy	8,202 +610	+8%	+$67.7K	0.1%	195
2014 Q4	$767K	Hold	7,592	–	–	0.09%	229
2014 Q3	$655K	Hold	7,592	–	–	0.09%	242
2014 Q2	$621K	Hold	7,592	–	–	0.09%	273
2014 Q1	$622K	Hold	7,592	–	–	0.09%	254
2013 Q4	$572K	Hold	7,592	–	–	0.09%	267
2013 Q3	$544K	Sell	7,592 -2,500	-25%	-$179K	0.09%	258
2013 Q2	$661K	Buy	+10,092	New	+$628K	0.12%	182

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Shelton Capital Management's UNH Position: Q1 2026 in Review

Shelton Capital Management increased its UnitedHealth (UNH) stake by 0.32% in Q1 2026, buying an estimated $32.2K and bringing the position to 34,180 shares worth $9.25M. The position accounts for 0.2% of the portfolio, ranked #106.

Shelton Capital Management first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $18M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Shelton Capital Management held 34,180 shares of UnitedHealth worth $9.25M as of Q1 2026.
Shelton Capital Management bought 108 UnitedHealth shares in Q1 2026, an estimated $32.2K.
UnitedHealth made up 0.2% of Shelton Capital Management's portfolio in Q1 2026, its #106 holding.
Shelton Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
Shelton Capital Management's UnitedHealth position peaked at $18M in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.