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J.W. Cole Advisors’s UnitedHealth UNH Stock Holding History

J.W. Cole 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 		$8.84M Buy
21,280
+962
+5% +$357K 0.15% 141
2026
Q1 		$5.5M Sell
20,318
-6
-0% -$1.79K 0.19% 105
2025
Q4 		$5.23M Sell
20,324
-556
-3% -$188K 0.13% 161
2025
Q3 		$7.21M Buy
20,880
+1,236
+6% +$374K 0.14% 156
2025
Q2 		$6.13M Buy
19,644
+5,823
+42% +$2.23M 0.13% 167
2025
Q1 		$7.24M Buy
13,821
+1,820
+15% +$930K 0.22% 94
2024
Q4 		$6.07M Buy
12,001
+551
+5% +$313K 0.25% 89
2024
Q3 		$6.69M Buy
11,450
+2,557
+29% +$1.45M 0.28% 72
2024
Q2 		$4.53M Buy
8,893
+3,672
+70% +$1.8M 0.21% 100
2024
Q1 		$2.58M Buy
5,221
+161
+3% +$81.8K 0.13% 171
2023
Q4 		$2.66M Buy
5,060
+352
+7% +$188K 0.16% 149
2023
Q3 		$2.37M Buy
4,708
+201
+4% +$98.9K 0.18% 142
2023
Q2 		$2.17M Sell
4,507
-565
-11% -$276K 0.15% 154
2023
Q1 		$2.4M Buy
5,072
+487
+11% +$235K 0.17% 146
2022
Q4 		$2.43M Sell
4,585
-36
-0.8% -$19.1K 0.19% 134
2022
Q3 		$2.33M Sell
4,621
-177
-4% -$93.1K 0.19% 131
2022
Q2 		$2.46M Sell
4,798
-569
-11% -$286K 0.2% 126
2022
Q1 		$2.74M Sell
5,367
-34
-0.6% -$16.4K 0.18% 132
2021
Q4 		$2.71M Buy
5,401
+721
+15% +$326K 0.18% 135
2021
Q3 		$1.83M Buy
4,680
+131
+3% +$54.3K 0.13% 112
2021
Q2 		$1.82M Sell
4,549
-1,035
-19% -$413K 0.14% 167
2021
Q1 		$2.08M Sell
5,584
-353
-6% -$122K 0.2% 124
2020
Q4 		$2.08M Sell
5,937
-2,816
-32% -$944K 0.22% 110
2020
Q3 		$2.73M Buy
+8,753
New +$2.69M 0.21% 109
2020
Q1 		– Sell
-7,325
Closed -$2.15M – 470
2019
Q4 		$2.15M Buy
+7,325
New +$1.92M 0.27% 99

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

J.W. Cole Advisors's UNH Position: Q2 2026 in Review

J.W. Cole Advisors increased its UnitedHealth (UNH) stake by 4.7% in Q2 2026, buying an estimated $357K and bringing the position to 21,280 shares worth $8.84M. The position accounts for 0.15% of the portfolio, ranked #141.

J.W. Cole Advisors first reported a position in UNH in Q4 2019 and has held it in 25 quarters since. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • J.W. Cole Advisors held 21,280 shares of UnitedHealth worth $8.84M as of Q2 2026.
  • J.W. Cole Advisors bought 962 UnitedHealth shares in Q2 2026, an estimated $357K.
  • UnitedHealth made up 0.15% of J.W. Cole Advisors's portfolio in Q2 2026, its #141 holding.
  • J.W. Cole Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 25 quarters since.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.