J. Safra Asset Management’s UnitedHealth UNH Stock Holding History

J. Safra Asset Management’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	$1.66M	Buy	6,116 +309	+5%	+$92K	0.09%	65
2025 Q4	$1.92M	Buy	5,807 +3,691	+174%	+$1.25M	0.1%	65
2025 Q3	$731K	Buy	2,116 +149	+8%	+$45.1K	0.04%	87
2025 Q2	$614K	Buy	1,967 +491	+33%	+$188K	0.04%	85
2025 Q1	$773K	Sell	1,476 -413	-22%	-$211K	0.06%	55
2024 Q4	$959K	Buy	1,889 +541	+40%	+$307K	0.08%	43
2024 Q3	$784K	Buy	1,348 +178	+15%	+$101K	0.07%	35
2024 Q2	$596K	Buy	1,170 +514	+78%	+$252K	0.06%	33
2024 Q1	$325K	Buy	656 +151	+30%	+$76.8K	0.04%	33
2023 Q4	$266K	Buy	505 +9	+2%	+$4.8K	0.04%	33
2023 Q3	$250K	Buy	496 +107	+28%	+$52.7K	0.04%	32
2023 Q2	$187K	Hold	389	–	–	0.03%	48
2023 Q1	$184K	Hold	389	–	–	0.03%	49
2022 Q4	$206K	Buy	389 +183	+89%	+$96.9K	0.04%	24
2022 Q3	$0	Buy	206 +7	+4%	+$3.68K	﹤0.01%	95
2022 Q2	$0	Sell	199 -74	-27%	-$37.2K	﹤0.01%	140
2022 Q1	$0	Buy	+273	New	+$132K	﹤0.01%	141

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

J. Safra Asset Management's UNH Position: Q1 2026 in Review

J. Safra Asset Management increased its UnitedHealth (UNH) stake by 5.3% in Q1 2026, buying an estimated $92K and bringing the position to 6,116 shares worth $1.66M. The position accounts for 0.09% of the portfolio, ranked #65.

J. Safra Asset Management first reported a position in UNH in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.92M in Q4 2025. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

J. Safra Asset Management held 6,116 shares of UnitedHealth worth $1.66M as of Q1 2026.
J. Safra Asset Management bought 309 UnitedHealth shares in Q1 2026, an estimated $92K.
UnitedHealth made up 0.09% of J. Safra Asset Management's portfolio in Q1 2026, its #65 holding.
J. Safra Asset Management first reported a position in UnitedHealth in Q1 2022 and has held it in 17 quarters since.
J. Safra Asset Management's UnitedHealth position peaked at $1.92M in Q4 2025.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.