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Janney Capital Management’s UnitedHealth UNH Stock Holding History

Janney 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
2025
Q4 		$1.87M Sell
5,669
-832
-13% -$282K 0.12% 129
2025
Q3 		$2.25M Sell
6,501
-122
-2% -$36.9K 0.14% 122
2025
Q2 		$2.07M Sell
6,623
-13,414
-67% -$5.13M 0.13% 120
2025
Q1 		$10.5M Sell
20,037
-4,995
-20% -$2.55M 0.72% 56
2024
Q4 		$12.7M Sell
25,032
-955
-4% -$543K 0.84% 45
2024
Q3 		$15.2M Buy
25,987
+214
+0.8% +$121K 1.03% 32
2024
Q2 		$13.1M Sell
25,773
-716
-3% -$351K 0.93% 39
2024
Q1 		$13.1M Buy
26,489
+4,416
+20% +$2.25M 0.87% 43
2023
Q4 		$11.6M Buy
+22,073
New +$11.8M 0.78% 55
2023
Q3 		– Sell
-22,569
Closed -$10.8M – 239
2023
Q2 		$10.8M Sell
22,569
-221
-1% -$108K 0.75% 58
2023
Q1 		$10.8M Buy
22,790
+5,430
+31% +$2.62M 0.81% 50
2022
Q4 		$9.2M Buy
17,360
+12,071
+228% +$6.39M 0.66% 64
2022
Q3 		$2.67M Buy
5,289
+1,131
+27% +$595K 0.22% 97
2022
Q2 		$2.14M Buy
4,158
+659
+19% +$331K 0.17% 91
2022
Q1 		$1.78M Buy
+3,499
New +$1.69M 0.13% 98

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janney Capital Management's UNH Position: Q4 2025 in Review

Janney Capital Management reduced its UnitedHealth (UNH) stake by 13% in Q4 2025, selling an estimated $282K and leaving 5,669 shares worth $1.87M. The position accounts for 0.12% of the portfolio, ranked #129.

Janney Capital Management first reported a position in UNH in Q1 2022 and has held it in 15 quarters since. The position peaked at $15.2M in Q3 2024. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Janney Capital Management held 5,669 shares of UnitedHealth worth $1.87M as of Q4 2025.
  • Janney Capital Management sold 832 UnitedHealth shares in Q4 2025, an estimated $282K.
  • UnitedHealth made up 0.12% of Janney Capital Management's portfolio in Q4 2025, its #129 holding.
  • Janney Capital Management first reported a position in UnitedHealth in Q1 2022 and has held it in 15 quarters since.
  • Janney Capital Management's UnitedHealth position peaked at $15.2M in Q3 2024.
  • 3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.