SCM
UNH icon

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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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.