UnitedHealth shares owned by McElhenny Sheffield Capital Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by McElhenny Sheffield Capital Management
from 13F filings
Historical chart of McElhenny Sheffield Capital Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by McElhenny Sheffield Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $415k | 1.2k | 345.30 |
| 2025-06-30 | $500k | 1.6k | 311.97 |
| 2025-03-31 | $541k | 1.0k | 523.75 |
| 2024-12-31 | $523k | 1.0k | 505.86 |
| 2024-09-30 | $604k | 1.0k | 584.68 |
| 2024-06-30 | $992k | 1.9k | 509.26 |
| 2024-03-31 | $996k | 2.0k | 494.70 |
| 2023-12-31 | $1.1M | 2.0k | 526.47 |
| 2023-09-30 | $515k | 1.0k | 504.19 |
| 2023-06-30 | $491k | 1.0k | 480.64 |
| 2023-03-31 | $642k | 1.4k | 472.59 |
| 2022-12-31 | $698k | 1.3k | 530.18 |
| 2022-09-30 | $655k | 1.3k | 505.40 |
| 2022-06-30 | $666k | 1.3k | 513.49 |
| 2022-03-31 | $645k | 1.3k | 509.88 |
| 2021-12-31 | $635k | 1.3k | 501.98 |
| 2021-09-30 | $494k | 1.3k | 390.51 |
More positions owned by McElhenny Sheffield Capital Management
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