Jackson Thornton Wealth Management’s UnitedHealth UNH Stock Holding History

Jackson Thornton Wealth 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 Q1	$459K	Sell	1,508 -139	-8%	-$41.4K	0.04%	117
2025 Q4	$575K	Sell	1,647 -99	-6%	-$33.5K	0.05%	96
2025 Q3	$646K	Buy	1,746 +607	+53%	+$184K	0.07%	71
2025 Q2	$350K	Buy	1,139 +326	+40%	+$125K	0.04%	72
2025 Q1	$369K	Buy	813 +306	+60%	+$156K	0.05%	60
2024 Q4	$256K	Buy	507 +111	+28%	+$63.1K	0.03%	69
2024 Q3	$232K	Hold	396	–	–	0.03%	57
2024 Q2	$202K	Sell	396 -35	-8%	-$17.2K	0.03%	56
2024 Q1	$213K	Sell	431 -35	-8%	-$17.8K	0.04%	51
2023 Q4	$245K	Buy	466 +65	+16%	+$34.7K	0.05%	48
2023 Q3	$202K	Buy	+401	New	+$197K	0.04%	45
2023 Q1	–	Sell	-427	Closed	-$226K	–	38
2022 Q4	$226K	Sell	427 -61	-13%	-$32.3K	0.05%	31
2022 Q3	$246K	Buy	488 +21	+4%	+$11K	0.07%	29
2022 Q2	$240K	Buy	467 +28	+6%	+$14.1K	0.07%	22
2022 Q1	$224K	Buy	+439	New	+$212K	0.06%	24

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jackson Thornton Wealth Management's UNH Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its UnitedHealth (UNH) stake by 8.4% in Q1 2026, selling an estimated $41.4K and leaving 1,508 shares worth $459K. The position accounts for 0.04% of the portfolio, ranked #117.

Jackson Thornton Wealth Management first reported a position in UNH in Q1 2022 and has held it in 15 quarters since. The position peaked at $646K in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Jackson Thornton Wealth Management held 1,508 shares of UnitedHealth worth $459K as of Q1 2026.
Jackson Thornton Wealth Management sold 139 UnitedHealth shares in Q1 2026, an estimated $41.4K.
UnitedHealth made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #117 holding.
Jackson Thornton Wealth Management first reported a position in UnitedHealth in Q1 2022 and has held it in 15 quarters since.
Jackson Thornton Wealth Management's UnitedHealth position peaked at $646K in Q3 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.