Jaffetilchin Investment Partners’s UnitedHealth UNH Stock Holding History

Jaffetilchin Investment Partners’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	$2.27M	Sell	8,380 -2,838	-25%	-$845K	0.13%	120
2025 Q4	$3.7M	Buy	11,218 +826	+8%	+$280K	0.22%	78
2025 Q3	$3.59M	Buy	10,392 +1,050	+11%	+$318K	0.21%	80
2025 Q2	$2.91M	Sell	9,342 -3,255	-26%	-$1.24M	0.19%	88
2025 Q1	$6.6M	Buy	12,597 +381	+3%	+$195K	0.48%	38
2024 Q4	$6.18M	Buy	12,216 +147	+1%	+$83.5K	0.45%	40
2024 Q3	$7.06M	Buy	12,069 +491	+4%	+$278K	0.53%	37
2024 Q2	$5.9M	Buy	11,578 +354	+3%	+$174K	0.5%	38
2024 Q1	$5.55M	Buy	11,224 +1,068	+11%	+$543K	0.5%	40
2023 Q4	$5.35M	Buy	10,156 +253	+3%	+$135K	0.52%	39
2023 Q3	$4.99M	Buy	9,903 +281	+3%	+$138K	0.55%	40
2023 Q2	$4.62M	Buy	9,622 +351	+4%	+$172K	0.49%	43
2023 Q1	$4.38M	Sell	9,271 -79	-0.8%	-$38.1K	0.5%	46
2022 Q4	$4.96M	Sell	9,350 -103	-1%	-$54.6K	0.61%	40
2022 Q3	$4.77M	Buy	9,453 +489	+5%	+$257K	0.61%	35
2022 Q2	$4.6M	Buy	8,964 +375	+4%	+$188K	0.54%	38
2022 Q1	$4.11M	Buy	8,589 +268	+3%	+$129K	0.48%	38
2021 Q4	$4.18M	Buy	8,321 +437	+6%	+$198K	0.4%	50
2021 Q3	$3.08M	Sell	7,884 -4,672	-37%	-$1.94M	0.33%	57
2021 Q2	$4.76M	Buy	12,556 +6,380	+103%	+$2.54M	0.33%	54
2021 Q1	$2.3M	Buy	6,176 +788	+15%	+$273K	0.27%	68
2020 Q4	$1.89M	Buy	5,388 +3,480	+182%	+$1.17M	0.27%	66
2020 Q3	$595K	Buy	1,908 +596	+45%	+$183K	0.11%	110
2020 Q2	$387K	Buy	1,312 +268	+26%	+$76.8K	0.09%	151
2020 Q1	$260K	Sell	1,044 -2,987	-74%	-$822K	0.09%	131
2019 Q4	$1.19M	Buy	4,031 +57	+1%	+$14.9K	0.26%	60
2019 Q3	$864K	Sell	3,974 -706	-15%	-$170K	0.21%	73
2019 Q2	$1.14M	Sell	4,680 -527	-10%	-$127K	0.27%	63
2019 Q1	$1.29M	Sell	5,207 -367	-7%	-$93.6K	0.29%	51
2018 Q4	$1.39M	Buy	5,574 +327	+6%	+$86.4K	0.35%	41
2018 Q3	$1.4M	Buy	5,247 +1,221	+30%	+$318K	0.29%	61
2018 Q2	$988K	Buy	4,026 +2,164	+116%	+$520K	0.22%	83
2018 Q1	$398K	Sell	1,862 -1,410	-43%	-$322K	0.09%	212
2017 Q4	$721K	Sell	3,272 -1,092	-25%	-$231K	0.24%	83
2017 Q3	$855K	Buy	4,364 +530	+14%	+$102K	0.2%	88
2017 Q2	$711K	Sell	3,834 -2,496	-39%	-$438K	0.24%	77
2017 Q1	$1.04M	Buy	6,330 +889	+16%	+$146K	0.26%	63
2016 Q4	$871K	Buy	5,441 +1,554	+40%	+$232K	0.26%	63
2016 Q3	$544K	Buy	3,887 +266	+7%	+$37.3K	0.17%	91
2016 Q2	$511K	Buy	3,621 +406	+13%	+$54.1K	0.15%	101
2016 Q1	$414K	Sell	3,215 -1,776	-36%	-$210K	0.13%	102
2015 Q4	$587K	Sell	4,991 -3,749	-43%	-$438K	0.19%	81
2015 Q3	$1.01M	Sell	8,740 -653	-7%	-$78.2K	0.38%	44
2015 Q2	$1.15M	Buy	9,393 +5,532	+143%	+$654K	0.34%	49
2015 Q1	$457K	Sell	3,861 -477	-11%	-$53K	0.14%	115
2014 Q4	$439K	Buy	+4,338	New	+$411K	0.15%	100

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

Jaffetilchin Investment Partners's UNH Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its UnitedHealth (UNH) stake by 25% in Q1 2026, selling an estimated $845K and leaving 8,380 shares worth $2.27M. The position accounts for 0.13% of the portfolio, ranked #120.

Jaffetilchin Investment Partners first reported a position in UNH in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.06M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Jaffetilchin Investment Partners held 8,380 shares of UnitedHealth worth $2.27M as of Q1 2026.
Jaffetilchin Investment Partners sold 2,838 UnitedHealth shares in Q1 2026, an estimated $845K.
UnitedHealth made up 0.13% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #120 holding.
Jaffetilchin Investment Partners first reported a position in UnitedHealth in Q4 2014 and has held it in 46 quarters since.
Jaffetilchin Investment Partners's UnitedHealth position peaked at $7.06M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.