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Shoker Investment Counsel’s UnitedHealth UNH Stock Holding History

Shoker Investment Counsel’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 		$1.6M Sell
5,914
-1,717
-23% -$511K 0.48% 52
2025
Q4 		$2.52M Sell
7,631
-262
-3% -$88.8K 0.74% 41
2025
Q3 		$2.73M Buy
+7,893
New +$2.39M 0.8% 39

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

Shoker Investment Counsel's UNH Position: Q1 2026 in Review

Shoker Investment Counsel reduced its UnitedHealth (UNH) stake by 23% in Q1 2026, selling an estimated $511K and leaving 5,914 shares worth $1.6M. The position accounts for 0.48% of the portfolio, ranked #52.

Shoker Investment Counsel first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.73M in Q3 2025. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Shoker Investment Counsel held 5,914 shares of UnitedHealth worth $1.6M as of Q1 2026.
  • Shoker Investment Counsel sold 1,717 UnitedHealth shares in Q1 2026, an estimated $511K.
  • UnitedHealth made up 0.48% of Shoker Investment Counsel's portfolio in Q1 2026, its #52 holding.
  • Shoker Investment Counsel first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • Shoker Investment Counsel's UnitedHealth position peaked at $2.73M in Q3 2025.
  • 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.