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
2025 Q1	–	Sell	-4,900	Closed	-$2.48M	–	2015
2024 Q4	$2.48M	Sell	4,900 -5,100	-51%	-$2.9M	0.01%	596
2024 Q3	$5.85M	Buy	+10,000	New	+$5.66M	0.04%	280
2024 Q2	–	Sell	-5,700	Closed	-$2.82M	–	1882
2024 Q1	$2.82M	Sell	5,700 -33,400	-85%	-$17M	0.03%	475
2023 Q4	$20.6M	Hold	39,100	–	–	0.13%	105
2023 Q3	$19.7M	Buy	39,100 +28,100	+255%	+$13.8M	0.18%	85
2023 Q2	$5.29M	Buy	+11,000	New	+$5.38M	0.05%	341
2023 Q1	–	Sell	-4,000	Closed	-$2.12M	–	2009
2022 Q4	$2.12M	Buy	+4,000	New	+$2.12M	0.01%	633

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.