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 Q2	$3.42M	Buy	8,220 +2,104	+34%	+$780K	0.16%	52
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	New	+$206K	0.04%	24
2022 Q3	–	Hold	0	–	–	–	32
2022 Q2	–	Hold	0	–	–	–	29
2022 Q1	–	Hold	0	–	–	–	24

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

J. Safra Asset Management's UNH Position: Q2 2026 in Review

J. Safra Asset Management increased its UnitedHealth (UNH) stake by 34% in Q2 2026, buying an estimated $780K and bringing the position to 8,220 shares worth $3.42M. The position accounts for 0.16% of the portfolio, ranked #52.

J. Safra Asset Management first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

J. Safra Asset Management held 8,220 shares of UnitedHealth worth $3.42M as of Q2 2026.
J. Safra Asset Management bought 2,104 UnitedHealth shares in Q2 2026, an estimated $780K.
UnitedHealth made up 0.16% of J. Safra Asset Management's portfolio in Q2 2026, its #52 holding.
J. Safra Asset Management first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.