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Jackson Square Partners’s UnitedHealth UNH Stock Holding History

Jackson Square 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
2025
Q3 		– Sell
-7,971
Closed -$2.49M – 56
2025
Q2 		$2.49M Buy
+7,971
New +$3.05M 0.92% 49
2024
Q4 		– Sell
-50
Closed -$29.2K – 67
2024
Q3 		$29.2K Sell
50
-38
-43% -$21.5K ﹤0.01% 72
2024
Q2 		$44.8K Sell
88
-83
-49% -$40.7K ﹤0.01% 72
2024
Q1 		$84.6K Buy
171
+83
+94% +$42.2K ﹤0.01% 78
2023
Q4 		$46.3K Sell
88
-627
-88% -$334K ﹤0.01% 74
2023
Q3 		$360K Sell
715
-263
-27% -$129K 0.01% 62
2023
Q2 		$470K Buy
978
+14
+1% +$6.85K 0.01% 62
2023
Q1 		$456K Buy
964
+33
+4% +$15.9K 0.01% 57
2022
Q4 		$494K Sell
931
-3,385
-78% -$1.79M 0.01% 59
2022
Q3 		$2.18M Buy
4,316
+28
+0.7% +$14.7K 0.06% 67
2022
Q2 		$2.2M Buy
+4,288
New +$2.15M 0.05% 68
2020
Q4 		– Sell
-313,655
Closed -$97.8M – 108
2020
Q3 		$97.8M Sell
313,655
-1,333,767
-81% -$410M 0.46% 60
2020
Q2 		$486M Sell
1,647,422
-231,925
-12% -$66.5M 2.44% 12
2020
Q1 		$469M Sell
1,879,347
-254,760
-12% -$70.1M 2.96% 8
2019
Q4 		$627M Buy
2,134,107
+23,379
+1% +$6.12M 3.29% 5
2019
Q3 		$459M Buy
2,110,728
+91,615
+5% +$22.1M 2.52% 12
2019
Q2 		$493M Sell
2,019,113
-98,523
-5% -$23.7M 2.55% 13
2019
Q1 		$524M Sell
2,117,636
-3,685
-0.2% -$940K 2.87% 8
2018
Q4 		$528M Sell
2,121,321
-22,172
-1% -$5.86M 3.24% 7
2018
Q3 		$570M Buy
2,143,493
+176,487
+9% +$45.9M 2.88% 9
2018
Q2 		$483M Buy
1,967,006
+390,768
+25% +$93.8M 2.46% 15
2018
Q1 		$337M Buy
1,576,238
+1,233,809
+360% +$282M 1.69% 23
2017
Q4 		$75.5M Sell
342,429
-100,469
-23% -$21.3M 0.38% 57
2017
Q3 		$86.7M Sell
442,898
-68
-0% -$13.1K 0.42% 50
2017
Q2 		$82.1M Buy
442,966
+8,170
+2% +$1.43M 0.42% 51
2017
Q1 		$71.3M Buy
434,796
+400,914
+1,183% +$65.7M 0.35% 66
2016
Q4 		$5.42M Buy
+33,882
New +$5.06M 0.03% 82

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Square Partners's UNH Position: Q3 2025 in Review

Jackson Square Partners sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 7,971 shares — an estimated $2.49M sold.

Jackson Square Partners first reported a position in UNH in Q4 2016 and held it in 27 quarters. The position peaked at $627M in Q4 2019. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Jackson Square Partners reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Jackson Square Partners sold 7,971 UnitedHealth shares in Q3 2025, an estimated $2.49M.
  • Jackson Square Partners first reported a position in UnitedHealth in Q4 2016 and held it in 27 quarters.
  • Jackson Square Partners's UnitedHealth position peaked at $627M in Q4 2019.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Jackson Square Partners's 13F filing for Q3 2025, filed 5 Nov 2025.