BJL
UNH icon

Brighton Jones LLC’s UnitedHealth UNH Stock Holding History

Brighton Jones LLC’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
2025
Q4 		– Sell
-26,167
Closed -$9.04M – 894
2025
Q3 		$9.04M Buy
26,167
+5,236
+25% +$1.58M 0.22% 57
2025
Q2 		$6.53M Sell
20,931
-8,360
-29% -$3.2M 0.18% 76
2025
Q1 		$15.3M Sell
29,291
-14,958
-34% -$7.65M 0.49% 38
2024
Q4 		$22.4M Buy
44,249
+28,231
+176% +$16M 0.65% 23
2024
Q3 		$9.37M Sell
16,018
-10,284
-39% -$5.82M 0.35% 39
2024
Q2 		$13.4M Buy
26,302
+8,458
+47% +$4.15M 0.44% 37
2024
Q1 		$8.83M Sell
17,844
-160
-0.9% -$81.3K 0.32% 45
2023
Q4 		$9.48M Buy
18,004
+2,365
+15% +$1.26M 0.4% 38
2023
Q3 		$7.89M Buy
15,639
+1,320
+9% +$650K 0.4% 39
2023
Q2 		$6.88M Buy
14,319
+138
+1% +$67.5K 0.35% 42
2023
Q1 		$6.7M Buy
14,181
+2,354
+20% +$1.14M 0.38% 37
2022
Q4 		$6.27M Buy
11,827
+1,266
+12% +$671K 0.37% 33
2022
Q3 		$5.33M Buy
10,561
+2,137
+25% +$1.12M 0.31% 36
2022
Q2 		$4.33M Buy
8,424
+858
+11% +$431K 0.25% 46
2022
Q1 		$3.86M Buy
7,566
+128
+2% +$61.7K 0.18% 63
2021
Q4 		$3.73M Buy
7,438
+2,039
+38% +$923K 0.18% 61
2021
Q3 		$2.11M Sell
5,399
-103
-2% -$42.7K 0.11% 90
2021
Q2 		$2.2M Buy
5,502
+89
+2% +$35.5K 0.11% 87
2021
Q1 		$2.01M Sell
5,413
-1
-0% -$347 0.12% 81
2020
Q4 		$1.9M Buy
5,414
+113
+2% +$37.9K 0.12% 79
2020
Q3 		$1.65M Buy
5,301
+1,397
+36% +$429K 0.11% 78
2020
Q2 		$1.15M Buy
3,904
+214
+6% +$61.3K 0.09% 94
2020
Q1 		$920K Buy
3,690
+204
+6% +$56.1K 0.1% 98
2019
Q4 		$1.02M Buy
3,486
+208
+6% +$54.4K 0.11% 113
2019
Q3 		$712K Buy
3,278
+19
+0.6% +$4.58K 0.08% 129
2019
Q2 		$795K Sell
3,259
-2,459
-43% -$591K 0.09% 117
2019
Q1 		$1.41M Buy
5,718
+2,399
+72% +$612K 0.17% 80
2018
Q4 		$827K Buy
3,319
+85
+3% +$22.5K 0.12% 101
2018
Q3 		$860K Buy
3,234
+20
+0.6% +$5.2K 0.11% 104
2018
Q2 		$789K Sell
3,214
-475
-13% -$114K 0.1% 118
2018
Q1 		$789K Sell
3,689
-14,651
-80% -$3.35M 0.11% 105
2017
Q4 		$4.04M Buy
18,340
+5,983
+48% +$1.27M 0.49% 26
2017
Q3 		$2.42M Buy
12,357
+9,420
+321% +$1.82M 0.31% 34
2017
Q2 		$545K Buy
+2,937
New +$515K 0.08% 128
2016
Q4 		– Sell
-3,237
Closed -$453K – 198
2016
Q3 		$453K Sell
3,237
-12
-0.4% -$1.68K 0.07% 131
2016
Q2 		$459K Buy
3,249
+579
+22% +$77.2K 0.08% 117
2016
Q1 		$344K Buy
2,670
+363
+16% +$42.9K 0.06% 147
2015
Q4 		$271K Sell
2,307
-4
-0.2% -$468 0.05% 155
2015
Q3 		$268K Sell
2,311
-159
-6% -$19K 0.06% 154
2015
Q2 		$301K Buy
2,470
+263
+12% +$31.1K 0.07% 137
2015
Q1 		$261K Buy
2,207
+195
+10% +$21.7K 0.06% 153
2014
Q4 		$203K Buy
+2,012
New +$191K 0.05% 188

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brighton Jones LLC's UNH Position: Q4 2025 in Review

Brighton Jones LLC sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 26,167 shares — an estimated $9.04M sold.

Brighton Jones LLC first reported a position in UNH in Q4 2014 and held it in 42 quarters. The position peaked at $22.4M in Q4 2024. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Brighton Jones LLC reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 26,167 UnitedHealth shares in Q4 2025, an estimated $9.04M.
  • Brighton Jones LLC first reported a position in UnitedHealth in Q4 2014 and held it in 42 quarters.
  • Brighton Jones LLC's UnitedHealth position peaked at $22.4M in Q4 2024.
  • 3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.