JFG
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Jefferies Financial Group’s UnitedHealth UNH Stock Holding History

Jefferies 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
2026
Q1 		$340K Sell
1,258
-86,795
-99% -$25.8M ﹤0.01% 1343
2025
Q4 		$29.1M Buy
88,053
+63,993
+266% +$21.7M 0.15% 127
2025
Q3 		$8.31M Buy
24,060
+3,952
+20% +$1.2M 0.04% 255
2025
Q2 		$6.27M Buy
20,108
+4,989
+33% +$1.91M 0.05% 246
2025
Q1 		$7.92M Sell
15,119
-122,090
-89% -$62.4M 0.07% 194
2024
Q4 		$69.4M Buy
137,209
+105,539
+333% +$60M 0.42% 41
2024
Q3 		$18.5M Sell
31,670
-20,072
-39% -$11.4M 0.13% 100
2024
Q2 		$26.4M Sell
51,742
-1,018
-2% -$499K 0.28% 56
2024
Q1 		$26.1M Buy
52,760
+613
+1% +$312K 0.24% 67
2023
Q4 		$27.5M Buy
52,147
+23,701
+83% +$12.6M 0.18% 79
2023
Q3 		$14.3M Buy
28,446
+5,871
+26% +$2.89M 0.13% 119
2023
Q2 		$10.9M Buy
22,575
+8,827
+64% +$4.32M 0.1% 185
2023
Q1 		$6.5M Sell
13,748
-15,229
-53% -$7.35M 0.05% 297
2022
Q4 		$15.4M Buy
+28,977
New +$15.3M 0.11% 155
2019
Q1 		– Sell
-13,671
Closed -$3.41M – 53
2018
Q4 		$3.41M Sell
13,671
-659
-5% -$174K 0.4% 21
2018
Q3 		$3.81M Sell
14,330
-368
-3% -$95.7K 0.31% 38
2018
Q2 		$3.61M Buy
+14,698
New +$3.53M 0.28% 43
2018
Q1 		– Sell
-2,170
Closed -$478K – 122
2017
Q4 		$478K Buy
+2,170
New +$460K 0.04% 70
2017
Q2 		– Sell
-2,995
Closed -$491K – 70
2017
Q1 		$491K Buy
+2,995
New +$490K 0.04% 51

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jefferies Financial Group's UNH Position: Q1 2026 in Review

Jefferies Financial Group reduced its UnitedHealth (UNH) stake by 99% in Q1 2026, selling an estimated $25.8M and leaving 1,258 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Jefferies Financial Group first reported a position in UNH in Q1 2017 and has held it in 19 quarters since. The position peaked at $69.4M in Q4 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Jefferies Financial Group held 1,258 shares of UnitedHealth worth $340K as of Q1 2026.
  • Jefferies Financial Group sold 86,795 UnitedHealth shares in Q1 2026, an estimated $25.8M.
  • UnitedHealth made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1343 holding.
  • Jefferies Financial Group first reported a position in UnitedHealth in Q1 2017 and has held it in 19 quarters since.
  • Jefferies Financial Group's UnitedHealth position peaked at $69.4M in Q4 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.