SEC 13F Intelligence

Mcrae Capital Management Inc / UNH

Mcrae Capital Management Inc’s Unitedhealth Group Inc Position

Does Mcrae Capital Management Inc own Unitedhealth Group Inc (UNH)? Yes — 27.8K shares worth $8M (+1.56% of its 13F portfolio) as of Q1 2026, up from 26.1K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
27.8K
% of Portfolio
+1.56%
Quarters Held
30
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $411,000Q4 ’18Q1 ’19: $396,000Q2 ’19: $390,000Q3 ’19: $348,000Q4 ’19: $294,000Q4 ’19Q1 ’20: $224,000Q2 ’20: $265,000Q3 ’20: $281,000Q4 ’20: $316,000Q4 ’20Q1 ’21: $335,000Q2 ’21: $340,000Q3 ’21: $332,000Q4 ’21: $490,000Q4 ’21Q1 ’22: $497,000Q2 ’22: $501,000Q3 ’22: $492,000Q4 ’22: $516,926Q4 ’22Q1 ’23: $460,775Q2 ’23: $4MQ3 ’23: $11MQ4 ’23: $13MQ4 ’23Q1 ’24: $13MQ2 ’24: $14MQ3 ’24: $16MQ4 ’24: $14MQ4 ’24Q1 ’25: $16MQ2 ’25: $7MQ3 ’25: $9MQ4 ’25: $9MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.8K$8M+1.56%
Q4 202526.1K$9M+1.76%
Q3 202526.4K$9M+1.81%
Q2 202523.4K$7M+1.50%
Q1 202530.2K$16M+3.33%
Q4 202427.8K$14M+2.75%
Q3 202427.7K$16M+3.16%
Q2 202428.1K$14M+3.27%
Q1 202426.6K$13M+2.88%
Q4 202324.0K$13M+3.16%
Q3 202321.8K$11M+3.26%
Q2 20238.7K$4M+1.19%
Q1 2023975$460,775+0.13%
Q4 2022975$516,926+0.15%
Q3 2022975$492,000+0.15%
Q2 2022975$501,000+0.14%
Q1 2022975$497,000+0.11%
Q4 2021975$490,000+0.10%
Q3 2021850$332,000+0.07%
Q2 2021850$340,000+0.08%
Q1 2021900$335,000+0.08%
Q4 2020900$316,000+0.09%
Q3 2020900$281,000+0.09%
Q2 2020900$265,000+0.10%
Q1 2020900$224,000+0.11%
Q4 20191.0K$294,000+0.11%
Q3 20191.6K$348,000+0.14%
Q2 20191.6K$390,000+0.16%
Q1 20191.6K$396,000+0.16%
Q4 20181.6K$411,000+0.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mcrae Capital Management Inc’s full portfolio or all institutional holders of UNH.