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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
2024
Q3 		– Sell
-3,100
Closed -$1.81M – 779
2024
Q2 		$1.81M Buy
+3,100
New +$1.52M 0.05% 248

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Shelton Capital Management reduced its UnitedHealth (UNH) stake by 27% in Q2 2026, selling an estimated $3.46M and leaving 24,849 shares worth $10.3M. The position accounts for 0.19% of the portfolio, ranked #104.

Shelton Capital Management first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $18M in Q1 2025. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Shelton Capital Management held 24,849 shares of UnitedHealth worth $10.3M as of Q2 2026.
  • Shelton Capital Management sold 9,331 UnitedHealth shares in Q2 2026, an estimated $3.46M.
  • UnitedHealth made up 0.19% of Shelton Capital Management's portfolio in Q2 2026, its #104 holding.
  • Shelton Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Shelton Capital Management's UnitedHealth position peaked at $18M in Q1 2025.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.