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 Q3	$305K	Hold	831	–	–	0.12%	118
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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Smith Shellnut Wilson's UNH Position: Q3 2026 in Review

Smith Shellnut Wilson held its UnitedHealth (UNH) position steady in Q3 2026 at 831 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #118.

Smith Shellnut Wilson first reported a position in UNH in Q4 2019 and has held it in 11 quarters since. The position peaked at $345K in Q2 2026. 1,793 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Smith Shellnut Wilson held 831 shares of UnitedHealth worth $305K as of Q3 2026.
Smith Shellnut Wilson left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.12% of Smith Shellnut Wilson's portfolio in Q3 2026, its #118 holding.
Smith Shellnut Wilson first reported a position in UnitedHealth in Q4 2019 and has held it in 11 quarters since.
Smith Shellnut Wilson's UnitedHealth position peaked at $345K in Q2 2026.
1,793 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Smith Shellnut Wilson's 13F filing for Q3 2026, filed 21 Oct 2026.