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Texas Capital Bank Wealth Management Services’s UnitedHealth UNH Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$6.3M Buy
23,287
+7,240
+45% +$2.16M 0.37% 43
2025
Q4 		$5.3M Sell
16,047
-279
-2% -$94.5K 0.31% 49
2025
Q3 		$5.64M Buy
16,326
+449
+3% +$136K 0.46% 45
2025
Q2 		$4.95M Sell
15,877
-1,223
-7% -$467K 0.46% 44
2025
Q1 		$8.96M Buy
17,100
+720
+4% +$368K 0.91% 21
2024
Q4 		$8.29M Buy
16,380
+10
+0.1% +$5.68K 0.85% 28
2024
Q3 		$9.57M Buy
16,370
+236
+1% +$133K 0.94% 23
2024
Q2 		$8.22M Buy
16,134
+994
+7% +$487K 0.85% 28
2024
Q1 		$7.49M Sell
15,140
-348
-2% -$177K 0.82% 34
2023
Q4 		$8.15M Sell
15,488
-502
-3% -$268K 0.96% 27
2023
Q3 		$8.06M Sell
15,990
-3,032
-16% -$1.49M 1.02% 24
2023
Q2 		$9.14M Sell
19,022
-544
-3% -$266K 0.98% 29
2023
Q1 		$9.25M Sell
19,566
-654
-3% -$316K 1.07% 23
2022
Q4 		$10.7M Sell
20,220
-1,026
-5% -$543K 1.31% 16
2022
Q3 		$10.7M Sell
21,246
-1,426
-6% -$750K 1.38% 13
2022
Q2 		$11.6M Sell
22,672
-5,172
-19% -$2.6M 1.35% 14
2022
Q1 		$14.2M Sell
27,844
-1,256
-4% -$606K 1.29% 16
2021
Q4 		$14.6M Sell
29,100
-1,167
-4% -$528K 1.26% 18
2021
Q3 		$11.8M Buy
30,267
+9,876
+48% +$4.09M 1.21% 22
2021
Q2 		$8.16M Buy
20,391
+1,966
+11% +$784K 1.02% 22
2021
Q1 		$6.86M Buy
18,425
+1,612
+10% +$559K 0.98% 26
2020
Q4 		$5.9M Buy
16,813
+5,045
+43% +$1.69M 0.87% 31
2020
Q3 		$3.67M Buy
11,768
+1,037
+10% +$319K 0.6% 35
2020
Q2 		$3.17M Buy
10,731
+1,506
+16% +$432K 0.71% 24
2020
Q1 		$2.3M Sell
9,225
-36
-0.4% -$9.91K 0.66% 23
2019
Q4 		$2.72M Buy
+9,261
New +$2.42M 0.6% 28

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

Texas Capital Bank Wealth Management Services's UNH Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services increased its UnitedHealth (UNH) stake by 45% in Q1 2026, buying an estimated $2.16M and bringing the position to 23,287 shares worth $6.3M. The position accounts for 0.37% of the portfolio, ranked #43.

Texas Capital Bank Wealth Management Services first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.6M in Q4 2021. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 23,287 shares of UnitedHealth worth $6.3M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 7,240 UnitedHealth shares in Q1 2026, an estimated $2.16M.
  • UnitedHealth made up 0.37% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #43 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Texas Capital Bank Wealth Management Services's UnitedHealth position peaked at $14.6M in Q4 2021.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.