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Jackson Grant Investment Advisers’s UnitedHealth UNH Stock Holding History

Jackson Grant Investment Advisers’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 		$930K Buy
2,237
+5
+0.2% +$1.85K 0.29% 57
2026
Q1 		$604K Sell
2,232
-106
-5% -$31.6K 0.2% 71
2025
Q4 		$772K Sell
2,338
-129
-5% -$43.7K 0.25% 61
2025
Q3 		$852K Buy
2,467
+1,006
+69% +$304K 0.28% 52
2025
Q2 		$456K Buy
1,461
+7
+0.5% +$2.67K 0.17% 71
2025
Q1 		$762K Buy
1,454
+4
+0.3% +$2.04K 0.29% 48
2024
Q4 		$734K Sell
1,450
-58
-4% -$33K 0.28% 49
2024
Q3 		$882K Buy
1,508
+3
+0.2% +$1.7K 0.33% 47
2024
Q2 		$766K Buy
1,505
+4
+0.3% +$1.96K 0.31% 50
2024
Q1 		$743K Buy
1,501
+3
+0.2% +$1.52K 0.3% 53
2023
Q4 		$788K Buy
1,498
+4
+0.3% +$2.13K 0.35% 47
2023
Q3 		$753K Buy
1,494
+3
+0.2% +$1.48K 0.36% 46
2023
Q2 		$717K Sell
1,491
-591
-28% -$289K 0.33% 48
2023
Q1 		$984K Sell
2,082
-35
-2% -$16.9K 0.46% 37
2022
Q4 		$1.12M Buy
2,117
+3
+0.1% +$1.59K 0.54% 33
2022
Q3 		$1.07M Buy
2,114
+3
+0.1% +$1.58K 0.56% 32
2022
Q2 		$1.08M Buy
2,111
+10
+0.5% +$5.02K 0.54% 31
2022
Q1 		$1.07M Buy
+2,101
New +$1.01M 0.45% 38
2021
Q4 		– Sell
-2,096
Closed -$819K – 310
2021
Q3 		$819K Buy
2,096
+4
+0.2% +$1.66K 0.36% 42
2021
Q2 		$838K Buy
2,092
+22
+1% +$8.77K 0.37% 42
2021
Q1 		$770K Buy
2,070
+194
+10% +$67.2K 0.35% 45
2020
Q4 		$658K Buy
1,876
+599
+47% +$201K 0.34% 45
2020
Q3 		$398K Buy
1,277
+4
+0.3% +$1.23K 0.24% 55
2020
Q2 		$376K Buy
1,273
+4
+0.3% +$1.15K 0.24% 53
2020
Q1 		$316K Buy
1,269
+5
+0.4% +$1.38K 0.23% 58
2019
Q4 		$372K Buy
1,264
+4
+0.3% +$1.05K 0.2% 61
2019
Q3 		$274K Buy
1,260
+5
+0.4% +$1.21K 0.16% 73
2019
Q2 		$306K Buy
1,255
+5
+0.4% +$1.2K 0.18% 66
2019
Q1 		$309K Sell
1,250
-115
-8% -$29.3K 0.19% 62
2018
Q4 		$340K Buy
1,365
+246
+22% +$65K 0.24% 56
2018
Q3 		$298K Buy
1,119
+3
+0.3% +$780 0.19% 68
2018
Q2 		$274K Buy
1,116
+4
+0.4% +$960 0.19% 66
2018
Q1 		$238K Buy
1,112
+4
+0.4% +$914 0.17% 72
2017
Q4 		$244K Buy
1,108
+3
+0.3% +$636 0.17% 72
2017
Q3 		$216K Buy
1,105
+4
+0.4% +$773 0.16% 71
2017
Q2 		$204K Buy
1,101
+4
+0.4% +$701 0.16% 69
2017
Q1 		$180K Buy
1,097
+4
+0.4% +$655 0.14% 71
2016
Q4 		$175K Buy
1,093
+4
+0.4% +$598 0.15% 69
2016
Q3 		$152K Sell
1,089
-961
-47% -$135K 0.13% 71
2016
Q2 		$289K Buy
2,050
+71
+4% +$9.47K 0.25% 45
2016
Q1 		$255K Buy
1,979
+7
+0.4% +$828 0.23% 50
2015
Q4 		$232K Buy
+1,972
New +$230K 0.22% 53

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

Jackson Grant Investment Advisers's UNH Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its UnitedHealth (UNH) stake by 0.22% in Q2 2026, buying an estimated $1.85K and bringing the position to 2,237 shares worth $930K. The position accounts for 0.29% of the portfolio, ranked #57.

Jackson Grant Investment Advisers first reported a position in UNH in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.12M in Q4 2022. 1,515 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Jackson Grant Investment Advisers held 2,237 shares of UnitedHealth worth $930K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 5 UnitedHealth shares in Q2 2026, an estimated $1.85K.
  • UnitedHealth made up 0.29% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #57 holding.
  • Jackson Grant Investment Advisers first reported a position in UnitedHealth in Q4 2015 and has held it in 42 quarters since.
  • Jackson Grant Investment Advisers's UnitedHealth position peaked at $1.12M in Q4 2022.
  • 1,515 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.