JWM
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Jackson Wealth Management’s UnitedHealth UNH Stock Holding History

Jackson 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
2025
Q2 		– Sell
-549
Closed -$288K – 171
2025
Q1 		$288K Sell
549
-128
-19% -$65.4K 0.04% 140
2024
Q4 		$342K Sell
677
-111
-14% -$63.1K 0.04% 127
2024
Q3 		$461K Buy
788
+139
+21% +$78.6K 0.06% 103
2024
Q2 		$331K Sell
649
-15,173
-96% -$7.44M 0.07% 99
2024
Q1 		$7.83M Buy
15,822
+714
+5% +$363K 0.98% 21
2023
Q4 		$7.95M Buy
15,108
+223
+1% +$119K 1.05% 21
2023
Q3 		$7.5M Buy
14,885
+182
+1% +$89.6K 1.07% 18
2023
Q2 		$7.07M Buy
+14,703
New +$7.19M 1.04% 21
2022
Q4 		– Sell
-17,502
Closed -$8.84M – 103
2022
Q3 		$8.84M Buy
17,502
+9,751
+126% +$5.13M 1.74% 15
2022
Q2 		$3.98M Sell
7,751
-10,354
-57% -$5.2M 1.84% 13
2022
Q1 		$9.23M Sell
18,105
-1,392
-7% -$671K 1.28% 21
2021
Q4 		$9.79M Buy
19,497
+117
+0.6% +$53K 1.24% 21
2021
Q3 		$152K Sell
19,380
-21
-0.1% -$8.7K 1.84% 11
2021
Q2 		$7.77M Buy
19,401
+230
+1% +$91.7K 0.98% 30
2021
Q1 		$7.13M Buy
19,171
+5,029
+36% +$1.74M 1.07% 26
2020
Q4 		$4.96M Buy
14,142
+994
+8% +$333K 0.68% 37
2020
Q3 		$4.1M Buy
13,148
+1,556
+13% +$478K 0.61% 44
2020
Q2 		$3.42M Buy
11,592
+1,191
+11% +$341K 0.61% 44
2020
Q1 		$3M Buy
+10,401
New +$2.86M 0.63% 37

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jackson Wealth Management's UNH Position: Q2 2025 in Review

Jackson Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 549 shares — an estimated $288K sold.

Jackson Wealth Management first reported a position in UNH in Q1 2020 and held it in 19 quarters. The position peaked at $9.79M in Q4 2021. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Jackson Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 549 UnitedHealth shares in Q2 2025, an estimated $288K.
  • Jackson Wealth Management first reported a position in UnitedHealth in Q1 2020 and held it in 19 quarters.
  • Jackson Wealth Management's UnitedHealth position peaked at $9.79M in Q4 2021.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Jackson Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.