Jacobs & Co’s UnitedHealth UNH Stock Holding History

Jacobs & Co’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	-429	Closed	-$224K	–	131
2025 Q1	$224K	Hold	429	–	–	0.02%	119
2024 Q4	$217K	Hold	429	–	–	0.02%	119
2024 Q3	$250K	Buy	+429	New	+$243K	0.03%	121
2024 Q2	–	Sell	-459	Closed	-$227K	–	125
2024 Q1	$227K	Hold	459	–	–	0.02%	119
2023 Q4	$241K	Hold	459	–	–	0.03%	116
2023 Q3	$231K	Hold	459	–	–	0.03%	116
2023 Q2	$220K	Sell	459 -66	-13%	-$32.3K	0.03%	120
2023 Q1	$248K	Buy	525 +66	+14%	+$31.9K	0.03%	117
2022 Q4	$243K	Hold	459	–	–	0.03%	119
2022 Q3	$231K	Hold	459	–	–	0.03%	116
2022 Q2	$235K	Hold	459	–	–	0.03%	112
2022 Q1	$234K	Hold	459	–	–	0.03%	119
2021 Q4	$230K	Buy	+459	New	+$208K	0.02%	115

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jacobs & Co's UNH Position: Q2 2025 in Review

Jacobs & Co sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 429 shares — an estimated $224K sold.

Jacobs & Co first reported a position in UNH in Q4 2021 and held it in 13 quarters. The position peaked at $250K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Jacobs & Co reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Jacobs & Co sold 429 UnitedHealth shares in Q2 2025, an estimated $224K.
Jacobs & Co first reported a position in UnitedHealth in Q4 2021 and held it in 13 quarters.
Jacobs & Co's UnitedHealth position peaked at $250K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Jacobs & Co's 13F filing for Q2 2025, filed 2 Jul 2025.