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 Q2	$1.91M	Buy	+4,600	New	+$1.7M	0.01%	707
2025 Q4	–	Sell	-10,000	Closed	-$3.45M	–	2081
2025 Q3	$3.45M	Buy	+10,000	New	+$3.02M	0.02%	470
2025 Q1	–	Sell	-134,900	Closed	-$68.2M	–	2016
2024 Q4	$68.2M	Buy	+134,900	New	+$76.6M	0.41%	44
2023 Q4	–	Sell	-44,000	Closed	-$22.2M	–	2010
2023 Q3	$22.2M	Buy	44,000 +41,000	+1,367%	+$20.2M	0.2%	75
2023 Q2	$1.44M	Buy	+3,000	New	+$1.47M	0.01%	775
2023 Q1	–	Sell	-30,500	Closed	-$16.2M	–	2010
2022 Q4	$16.2M	Buy	+30,500	New	+$16.2M	0.11%	145

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

Jefferies Financial Group's UNH Position: Q2 2026 in Review

Jefferies Financial Group increased its UnitedHealth (UNH) stake by 10,055% in Q2 2026, buying an estimated $46.9M and bringing the position to 127,745 shares worth $53.1M. The position accounts for 0.35% of the portfolio, ranked #56.

Jefferies Financial Group first reported a position in UNH in Q1 2017 and has held it in 20 quarters since. The position peaked at $69.4M in Q4 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Jefferies Financial Group held 127,745 shares of UnitedHealth worth $53.1M as of Q2 2026.
Jefferies Financial Group bought 126,487 UnitedHealth shares in Q2 2026, an estimated $46.9M.
UnitedHealth made up 0.35% of Jefferies Financial Group's portfolio in Q2 2026, its #56 holding.
Jefferies Financial Group first reported a position in UnitedHealth in Q1 2017 and has held it in 20 quarters since.
Jefferies Financial Group's UnitedHealth position peaked at $69.4M in Q4 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.