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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
Q2 		$1.02M Buy
2,446
+938
+62% +$348K 0.08% 70
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jackson Thornton Wealth Management's UNH Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its UnitedHealth (UNH) stake by 62% in Q2 2026, buying an estimated $348K and bringing the position to 2,446 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #70.

Jackson Thornton Wealth Management first reported a position in UNH in Q1 2022 and has held it in 16 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Jackson Thornton Wealth Management held 2,446 shares of UnitedHealth worth $1.02M as of Q2 2026.
  • Jackson Thornton Wealth Management bought 938 UnitedHealth shares in Q2 2026, an estimated $348K.
  • UnitedHealth made up 0.08% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Jackson Thornton Wealth Management first reported a position in UnitedHealth in Q1 2022 and has held it in 16 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.