McElhenny Sheffield Capital Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1886813
DALLAS, TX
Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$578,556
+$225,978 QoQ
Shares Held
1,392
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#2,208
of 3,349 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026McElhenny Sheffield Capital Management, LLC holds $1,079,808 across 3 Healthcare Plans names. UNH ranks #1 (53.6% of the industry book) .
All Filings in UNH
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,556 | 1,392 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $352,578 | 1,303 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $405,375 | 1,228 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $415,395 | 1,203 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $500,087 | 1,603 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $541,033 | 1,033 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $522,553 | 1,033 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $603,974 | 1,033 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $992,038 | 1,948 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $996,325 | 2,014 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,057,151 | 2,008 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $515,282 | 1,022 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $491,214 | 1,022 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $641,777 | 1,358 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $698,247 | 1,317 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $654,531 | 1,296 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $666,178 | 1,297 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $645,112 | 1,265 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $635,207 | 1,265 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $494,286 | 1,265 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||