JCM
UNH icon

Jacobsen Capital Management’s UnitedHealth UNH Stock Holding History

Jacobsen Capital 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 		$630K Buy
1,516
+175
+13% +$64.9K 0.18% 53
2026
Q1 		$363K Sell
1,341
-223
-14% -$66.4K 0.12% 73
2025
Q4 		$516K Buy
1,564
+359
+30% +$122K 0.17% 55
2025
Q3 		$416K Buy
1,205
+523
+77% +$158K 0.14% 60
2025
Q2 		$213K Sell
682
-758
-53% -$290K 0.08% 107
2025
Q1 		$754K Sell
1,440
-97
-6% -$49.6K 0.33% 32
2024
Q4 		$778K Buy
1,537
+30
+2% +$17K 0.33% 30
2024
Q3 		$881K Sell
1,507
-54
-3% -$30.5K 0.37% 28
2024
Q2 		$795K Sell
1,561
-32
-2% -$15.7K 0.36% 28
2024
Q1 		$788K Sell
1,593
-19
-1% -$9.66K 0.37% 26
2023
Q4 		$849K Buy
1,612
+26
+2% +$13.9K 0.43% 22
2023
Q3 		$800K Buy
1,586
+70
+5% +$34.5K 0.43% 25
2023
Q2 		$729K Buy
1,516
+19
+1% +$9.29K 0.38% 28
2023
Q1 		$707K Buy
+1,497
New +$722K 0.38% 28

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

Jacobsen Capital Management's UNH Position: Q2 2026 in Review

Jacobsen Capital Management increased its UnitedHealth (UNH) stake by 13% in Q2 2026, buying an estimated $64.9K and bringing the position to 1,516 shares worth $630K. The position accounts for 0.18% of the portfolio, ranked #53.

Jacobsen Capital Management first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $881K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Jacobsen Capital Management held 1,516 shares of UnitedHealth worth $630K as of Q2 2026.
  • Jacobsen Capital Management bought 175 UnitedHealth shares in Q2 2026, an estimated $64.9K.
  • UnitedHealth made up 0.18% of Jacobsen Capital Management's portfolio in Q2 2026, its #53 holding.
  • Jacobsen Capital Management first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
  • Jacobsen Capital Management's UnitedHealth position peaked at $881K in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.