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Texas Yale Capital Corp’s UnitedHealth UNH Stock Holding History

Texas Yale Capital Corp’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 		$2.5M Buy
9,238
+3,038
+49% +$905K 0.07% 174
2025
Q4 		$2.05M Buy
6,200
+2,728
+79% +$924K 0.06% 199
2025
Q3 		$1.2M Sell
3,472
-3,115
-47% -$942K 0.04% 245
2025
Q2 		$2.05M Buy
6,587
+4,070
+162% +$1.56M 0.07% 184
2025
Q1 		$1.32M Buy
2,517
+377
+18% +$193K 0.05% 230
2024
Q4 		$1.08M Sell
2,140
-50
-2% -$28.4K 0.04% 247
2024
Q3 		$1.28M Buy
2,190
+100
+5% +$56.6K 0.06% 233
2024
Q2 		$1.06M Buy
2,090
+47
+2% +$23K 0.05% 240
2024
Q1 		$1.01M Sell
2,043
-50
-2% -$25.4K 0.04% 251
2023
Q4 		$1.1M Buy
2,093
+63
+3% +$33.6K 0.05% 235
2023
Q3 		$1.02M Buy
2,030
+15
+0.7% +$7.38K 0.05% 226
2023
Q2 		$968K Buy
2,015
+50
+3% +$24.4K 0.05% 250
2023
Q1 		$929K Sell
1,965
-955
-33% -$461K 0.05% 256
2022
Q4 		$1.55M Buy
2,920
+1,043
+56% +$552K 0.09% 188
2022
Q3 		$948K Buy
1,877
+220
+13% +$116K 0.06% 239
2022
Q2 		$851K Buy
1,657
+50
+3% +$25.1K 0.06% 251
2022
Q1 		$820K Buy
1,607
+50
+3% +$24.1K 0.04% 266
2021
Q4 		$782K Buy
1,557
+50
+3% +$22.6K 0.04% 275
2021
Q3 		$589K Sell
1,507
-61
-4% -$25.3K 0.03% 300
2021
Q2 		$628K Hold
1,568
– – 0.04% 292
2021
Q1 		$583K Hold
1,568
– – 0.04% 295
2020
Q4 		$550K Hold
1,568
– – 0.04% 300
2020
Q3 		$489K Hold
1,568
– – 0.04% 299
2020
Q2 		$462K Hold
1,568
– – 0.04% 298
2020
Q1 		$391K Hold
1,568
– – 0.04% 298
2019
Q4 		$461K Hold
1,568
– – 0.03% 338
2019
Q3 		$341K Hold
1,568
– – 0.02% 370
2019
Q2 		$383K Buy
+1,568
New +$377K 0.03% 361

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 Yale Capital Corp's UNH Position: Q1 2026 in Review

Texas Yale Capital Corp increased its UnitedHealth (UNH) stake by 49% in Q1 2026, buying an estimated $905K and bringing the position to 9,238 shares worth $2.5M. The position accounts for 0.07% of the portfolio, ranked #174.

Texas Yale Capital Corp first reported a position in UNH in Q2 2019 and has held it in 28 quarters since. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Texas Yale Capital Corp held 9,238 shares of UnitedHealth worth $2.5M as of Q1 2026.
  • Texas Yale Capital Corp bought 3,038 UnitedHealth shares in Q1 2026, an estimated $905K.
  • UnitedHealth made up 0.07% of Texas Yale Capital Corp's portfolio in Q1 2026, its #174 holding.
  • Texas Yale Capital Corp first reported a position in UnitedHealth in Q2 2019 and has held it in 28 quarters since.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Texas Yale Capital Corp's 13F filing for Q1 2026, filed 4 May 2026.