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Glass Jacobson Investment Advisors’s UnitedHealth UNH Stock Holding History

Glass Jacobson Investment Advisors’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 		$87.9K Hold
211
– – 0.03% 271
2026
Q1 		$57.2K Buy
211
+71
+51% +$21.1K 0.02% 299
2025
Q4 		$46.3K Hold
140
– – 0.02% 314
2025
Q3 		$48.4K Buy
140
+17
+14% +$5.14K 0.02% 305
2025
Q2 		$38.4K Buy
123
+55
+81% +$21K 0.01% 317
2025
Q1 		$34.4K Hold
68
– – 0.01% 430
2024
Q4 		$34.4K Sell
68
-26
-28% -$14.8K 0.01% 430
2024
Q3 		$55K Hold
94
– – 0.02% 347
2024
Q2 		$47.9K Hold
94
– – 0.02% 347
2024
Q1 		$46.5K Sell
94
-48
-34% -$24.4K 0.02% 360
2023
Q4 		$74.8K Sell
142
-4
-3% -$2.13K 0.03% 296
2023
Q3 		$73.6K Buy
146
+48
+49% +$23.6K 0.03% 293
2023
Q2 		$47.1K Buy
+98
New +$47.9K 0.02% 337
2022
Q4 		$52K Buy
+98
New +$51.9K 0.03% 341

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Glass Jacobson Investment Advisors's UNH Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 211 shares worth $87.9K. The position accounts for 0.03% of the portfolio, ranked #271.

Glass Jacobson Investment Advisors first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. 1,515 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Glass Jacobson Investment Advisors held 211 shares of UnitedHealth worth $87.9K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.03% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #271 holding.
  • Glass Jacobson Investment Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • 1,515 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.