Jamison Private Wealth Management’s UnitedHealth UNH Stock Holding History

Jamison Private Wealth 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	$1.73M	Buy	4,167 +205	+5%	+$76K	0.17%	99
2026 Q1	$1.07M	Sell	3,962 -542	-12%	-$161K	0.13%	114
2025 Q4	$1.49M	Buy	4,504 +272	+6%	+$92.2K	0.18%	102
2025 Q3	$1.46M	Buy	4,232 +1,746	+70%	+$528K	0.19%	99
2025 Q2	$776K	Buy	2,486 +1,138	+84%	+$435K	0.11%	116
2025 Q1	$706K	Sell	1,348 -23	-2%	-$11.8K	0.11%	117
2024 Q4	$693K	Buy	1,371 +146	+12%	+$83K	0.1%	119
2024 Q3	$716K	Buy	1,225 +171	+16%	+$96.7K	0.11%	117
2024 Q2	$537K	Buy	1,054 +149	+16%	+$73K	0.09%	130
2024 Q1	$448K	Buy	905 +168	+23%	+$85.4K	0.08%	137
2023 Q4	$388K	Buy	737 +27	+4%	+$14.4K	0.07%	141
2023 Q3	$358K	Buy	+710	New	+$349K	0.07%	140

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Jamison Private Wealth Management's UNH Position: Q2 2026 in Review

Jamison Private Wealth Management increased its UnitedHealth (UNH) stake by 5.2% in Q2 2026, buying an estimated $76K and bringing the position to 4,167 shares worth $1.73M. The position accounts for 0.17% of the portfolio, ranked #99.

Jamison Private Wealth Management first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. 1,846 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Jamison Private Wealth Management held 4,167 shares of UnitedHealth worth $1.73M as of Q2 2026.
Jamison Private Wealth Management bought 205 UnitedHealth shares in Q2 2026, an estimated $76K.
UnitedHealth made up 0.17% of Jamison Private Wealth Management's portfolio in Q2 2026, its #99 holding.
Jamison Private Wealth Management first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
1,846 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.