JDM Financial Group’s UnitedHealth UNH Stock Holding History

JDM Financial Group’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	–	Sell	-32	Closed	-$11.1K	–	299
2025 Q3	$11.1K	Buy	32 +6	+23%	+$1.81K	﹤0.01%	187
2025 Q2	$8.11K	Hold	26	–	–	﹤0.01%	193
2025 Q1	$13.6K	Hold	26	–	–	0.01%	147
2024 Q4	$13.2K	Sell	26 -11	-30%	-$6.25K	0.01%	155
2024 Q3	$21.6K	Buy	37 +11	+42%	+$6.22K	0.01%	119
2024 Q2	$13.2K	Hold	26	–	–	0.01%	132
2024 Q1	$12.9K	Hold	26	–	–	0.01%	128
2023 Q4	$13.7K	Hold	26	–	–	0.01%	117
2023 Q3	$13.1K	Hold	26	–	–	0.01%	112
2023 Q2	$12.5K	Hold	26	–	–	0.01%	120
2023 Q1	$12.3K	Buy	26 +12	+86%	+$5.79K	0.01%	123
2022 Q4	$7.42K	Buy	+14	New	+$7.42K	0.01%	152

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JDM Financial Group's UNH Position: Q4 2025 in Review

JDM Financial Group sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 32 shares — an estimated $11.1K sold.

JDM Financial Group first reported a position in UNH in Q4 2022 and held it in 12 quarters. The position peaked at $21.6K in Q3 2024. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

JDM Financial Group reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
JDM Financial Group sold 32 UnitedHealth shares in Q4 2025, an estimated $11.1K.
JDM Financial Group first reported a position in UnitedHealth in Q4 2022 and held it in 12 quarters.
JDM Financial Group's UnitedHealth position peaked at $21.6K in Q3 2024.
3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.