Jacobs Equity’s UnitedHealth UNH Stock Holding History

Jacobs Equity’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	2,443 +450	+23%	+$167K	0.7%	40
2026 Q1	$539K	Buy	1,993 +300	+18%	+$89.3K	0.48%	57
2025 Q4	$559K	Buy	+1,693	New	+$574K	0.54%	54

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jacobs Equity's UNH Position: Q2 2026 in Review

Jacobs Equity increased its UnitedHealth (UNH) stake by 23% in Q2 2026, buying an estimated $167K and bringing the position to 2,443 shares worth $1.02M. The position accounts for 0.7% of the portfolio, ranked #40.

Jacobs Equity first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Jacobs Equity held 2,443 shares of UnitedHealth worth $1.02M as of Q2 2026.
Jacobs Equity bought 450 UnitedHealth shares in Q2 2026, an estimated $167K.
UnitedHealth made up 0.7% of Jacobs Equity's portfolio in Q2 2026, its #40 holding.
Jacobs Equity first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Jacobs Equity's 13F filing for Q2 2026, filed 17 Aug 2026.