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Jackson Hole Capital Partners’s UnitedHealth UNH Stock Holding History

Jackson Hole Capital Partners’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 		$1.89M Buy
6,979
+176
+3% +$52.4K 0.31% 83
2025
Q4 		$2.25M Sell
6,803
-2,883
-30% -$977K 0.38% 77
2025
Q3 		$3.34M Sell
9,686
-792
-8% -$240K 0.57% 53
2025
Q2 		$3.27M Buy
10,478
+1,908
+22% +$729K 0.6% 51
2025
Q1 		$4.49M Buy
8,570
+226
+3% +$116K 0.89% 30
2024
Q4 		$4.22M Sell
8,344
-32
-0.4% -$18.2K 0.85% 33
2024
Q3 		$4.9M Sell
8,376
-144
-2% -$81.4K 1.02% 28
2024
Q2 		$4.34M Buy
8,520
+334
+4% +$164K 0.94% 27
2024
Q1 		$4.05M Buy
8,186
+7,311
+836% +$3.72M 0.91% 29
2023
Q4 		$461K Hold
875
– – 0.12% 133
2023
Q3 		$441K Hold
875
– – 0.13% 124
2023
Q2 		$421K Sell
875
-2,364
-73% -$1.16M 0.12% 140
2023
Q1 		$1.53M Buy
3,239
+2,385
+279% +$1.15M 0.4% 66
2022
Q4 		$453K Hold
854
– – 0.14% 124
2022
Q3 		$431K Buy
854
+268
+46% +$141K 0.13% 121
2022
Q2 		$301K Hold
586
– – 0.09% 145
2022
Q1 		$299K Buy
586
+65
+12% +$31.4K 0.09% 152
2021
Q4 		$262K Sell
521
-187
-26% -$84.6K 0.08% 160
2021
Q3 		$277K Hold
708
– – 0.09% 157
2021
Q2 		$284K Hold
708
– – 0.1% 147
2021
Q1 		$263K Hold
708
– – 0.11% 145
2020
Q4 		$248K Hold
708
– – 0.11% 128
2020
Q3 		$221K Hold
708
– – 0.12% 125
2020
Q2 		$209K Buy
+708
New +$203K 0.13% 120
2020
Q1 		– Sell
-763
Closed -$224K – 190
2019
Q4 		$224K Buy
+763
New +$200K 0.12% 133

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jackson Hole Capital Partners's UNH Position: Q1 2026 in Review

Jackson Hole Capital Partners increased its UnitedHealth (UNH) stake by 2.6% in Q1 2026, buying an estimated $52.4K and bringing the position to 6,979 shares worth $1.89M. The position accounts for 0.31% of the portfolio, ranked #83.

Jackson Hole Capital Partners first reported a position in UNH in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.9M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Jackson Hole Capital Partners held 6,979 shares of UnitedHealth worth $1.89M as of Q1 2026.
  • Jackson Hole Capital Partners bought 176 UnitedHealth shares in Q1 2026, an estimated $52.4K.
  • UnitedHealth made up 0.31% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #83 holding.
  • Jackson Hole Capital Partners first reported a position in UnitedHealth in Q4 2019 and has held it in 25 quarters since.
  • Jackson Hole Capital Partners's UnitedHealth position peaked at $4.9M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.