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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jacobsen Capital Management's UNH Position: Q1 2026 in Review

Jacobsen Capital Management reduced its UnitedHealth (UNH) stake by 14% in Q1 2026, selling an estimated $66.4K and leaving 1,341 shares worth $363K. The position accounts for 0.12% of the portfolio, ranked #73.

Jacobsen Capital Management first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. The position peaked at $881K in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Jacobsen Capital Management held 1,341 shares of UnitedHealth worth $363K as of Q1 2026.
Jacobsen Capital Management sold 223 UnitedHealth shares in Q1 2026, an estimated $66.4K.
UnitedHealth made up 0.12% of Jacobsen Capital Management's portfolio in Q1 2026, its #73 holding.
Jacobsen Capital Management first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
Jacobsen Capital Management's UnitedHealth position peaked at $881K in Q3 2024.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.