BOJHT
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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
Q2 		– Sell
-248
Closed -$67.1K – 430
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of Jackson Hole Trust's UNH Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 248 shares — an estimated $67.1K sold.

Bank of Jackson Hole Trust first reported a position in UNH in Q4 2024 and held it in 6 quarters. The position peaked at $1.37M in Q4 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 248 UnitedHealth shares in Q2 2026, an estimated $67.1K.
  • Bank of Jackson Hole Trust first reported a position in UnitedHealth in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's UnitedHealth position peaked at $1.37M in Q4 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.