BOJHT
UNH icon

Bank of Jackson Hole Trust’s UnitedHealth UNH Stock Holding History

Bank of Jackson Hole Trust’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 		$67.1K Buy
248
+2
+0.8% +$596 0.03% 219
2025
Q4 		$81.2K Sell
246
-253
-51% -$85.7K 0.04% 198
2025
Q3 		$172K Sell
499
-2,423
-83% -$733K 0.09% 144
2025
Q2 		$912K Buy
2,922
+137
+5% +$52.4K 0.52% 42
2025
Q1 		$1.32M Buy
2,785
+74
+3% +$37.8K 0.86% 26
2024
Q4 		$1.37M Buy
+2,711
New +$1.54M 0.91% 26

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

Bank of Jackson Hole Trust's UNH Position: Q1 2026 in Review

Bank of Jackson Hole Trust increased its UnitedHealth (UNH) stake by 0.81% in Q1 2026, buying an estimated $596 and bringing the position to 248 shares worth $67.1K. The position accounts for 0.03% of the portfolio, ranked #219.

Bank of Jackson Hole Trust first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Bank of Jackson Hole Trust held 248 shares of UnitedHealth worth $67.1K as of Q1 2026.
  • Bank of Jackson Hole Trust bought 2 UnitedHealth shares in Q1 2026, an estimated $596.
  • UnitedHealth made up 0.03% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #219 holding.
  • Bank of Jackson Hole Trust first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Bank of Jackson Hole Trust's UnitedHealth position peaked at $1.37M in Q4 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.