JC
UNH icon

JB Capital’s UnitedHealth UNH Stock Holding History

JB Capital’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 		$3.63M Buy
8,727
+289
+3% +$107K 0.13% 94
2026
Q1 		$2.28M Buy
8,438
+863
+11% +$257K 0.09% 105
2025
Q4 		$2.5M Buy
7,575
+299
+4% +$101K 0.1% 109
2025
Q3 		$2.51M Buy
7,276
+5
+0.1% +$1.51K 0.11% 104
2025
Q2 		$2.27M Buy
7,271
+5,934
+444% +$2.27M 0.11% 99
2025
Q1 		$700K Buy
1,337
+140
+12% +$71.6K 0.04% 137
2024
Q4 		$606K Sell
1,197
-5,946
-83% -$3.38M 0.03% 136
2024
Q3 		$4.18M Buy
7,143
+178
+3% +$101K 0.24% 48
2024
Q2 		$3.55M Buy
6,965
+257
+4% +$126K 0.22% 48
2024
Q1 		$3.32M Buy
6,708
+48
+0.7% +$24.4K 0.22% 57
2023
Q4 		$3.51M Buy
6,660
+162
+2% +$86.4K 0.26% 51
2023
Q3 		$3.28M Sell
6,498
-4,063
-38% -$2M 0.28% 54
2023
Q2 		$5.08M Sell
10,561
-237
-2% -$116K 0.43% 39
2023
Q1 		$5.1M Buy
10,798
+539
+5% +$260K 0.47% 35
2022
Q4 		$5.44M Buy
10,259
+435
+4% +$230K 0.53% 37
2022
Q3 		$4.96M Buy
9,824
+5,833
+146% +$3.07M 0.54% 32
2022
Q2 		$2.05M Buy
3,991
+589
+17% +$296K 0.22% 59
2022
Q1 		$1.74M Buy
3,402
+1,962
+136% +$946K 0.17% 63
2021
Q4 		$723K Buy
1,440
+12
+0.8% +$5.43K 0.07% 139
2021
Q3 		$558K Buy
+1,428
New +$591K 0.07% 163

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JB Capital's UNH Position: Q2 2026 in Review

JB Capital increased its UnitedHealth (UNH) stake by 3.4% in Q2 2026, buying an estimated $107K and bringing the position to 8,727 shares worth $3.63M. The position accounts for 0.13% of the portfolio, ranked #94.

JB Capital first reported a position in UNH in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.44M in Q4 2022. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • JB Capital held 8,727 shares of UnitedHealth worth $3.63M as of Q2 2026.
  • JB Capital bought 289 UnitedHealth shares in Q2 2026, an estimated $107K.
  • UnitedHealth made up 0.13% of JB Capital's portfolio in Q2 2026, its #94 holding.
  • JB Capital first reported a position in UnitedHealth in Q3 2021 and has held it in 20 quarters since.
  • JB Capital's UnitedHealth position peaked at $5.44M in Q4 2022.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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