JBF Capital’s UnitedHealth UNH Stock Holding History

JBF 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	–	Sell	-900	Closed	-$244K	–	128
2026 Q1	$244K	Hold	900	–	–	0.04%	91
2025 Q4	$297K	Sell	900 -300	-25%	-$102K	0.04%	61
2025 Q3	$414K	Buy	+1,200	New	+$363K	0.06%	58

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JBF Capital's UNH Position: Q2 2026 in Review

JBF Capital sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 900 shares — an estimated $244K sold.

JBF Capital first reported a position in UNH in Q3 2025 and held it in 3 quarters. The position peaked at $414K in Q3 2025. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

JBF Capital reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
JBF Capital sold 900 UnitedHealth shares in Q2 2026, an estimated $244K.
JBF Capital first reported a position in UnitedHealth in Q3 2025 and held it in 3 quarters.
JBF Capital's UnitedHealth position peaked at $414K in Q3 2025.
3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on JBF Capital's 13F filing for Q2 2026, filed 13 Aug 2026.