Smith Shellnut Wilson’s UnitedHealth UNH Stock Holding History

Smith Shellnut Wilson’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	$345K	Buy	+831	New	+$308K	0.13%	110
2024 Q3	–	Sell	-536	Closed	-$273K	–	151
2024 Q2	$273K	Hold	536	–	–	0.13%	111
2024 Q1	$265K	Hold	536	–	–	0.14%	109
2023 Q4	$282K	Buy	+536	New	+$286K	0.16%	100
2023 Q1	–	Sell	-416	Closed	-$221K	–	132
2022 Q4	$221K	Hold	416	–	–	0.14%	117
2022 Q3	$210K	Hold	416	–	–	0.14%	118
2022 Q2	$214K	Hold	416	–	–	0.13%	121
2022 Q1	$212K	Hold	416	–	–	0.11%	137
2021 Q4	$209K	Buy	+416	New	+$188K	0.1%	142
2020 Q1	–	Sell	-691	Closed	-$203K	–	146
2019 Q4	$203K	Buy	+691	New	+$181K	0.14%	126

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Smith Shellnut Wilson's UNH Position: Q2 2026 in Review

Smith Shellnut Wilson opened a new position in UnitedHealth (UNH) in Q2 2026: 831 shares worth $345K. The stake represents 0.13% of the portfolio and ranks #110 among its holdings. This is a return to the name: Smith Shellnut Wilson previously reported a position in UNH as recently as Q2 2024.

Smith Shellnut Wilson first reported a position in UNH in Q4 2019 and has held it in 10 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Smith Shellnut Wilson held 831 shares of UnitedHealth worth $345K as of Q2 2026.
UnitedHealth was a new Smith Shellnut Wilson position in Q2 2026.
UnitedHealth made up 0.13% of Smith Shellnut Wilson's portfolio in Q2 2026, its #110 holding.
Smith Shellnut Wilson first reported a position in UnitedHealth in Q4 2019 and has held it in 10 quarters since.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.