JBC
UNH icon

Jefferson Bridge Capital’s UnitedHealth UNH Stock Holding History

Jefferson Bridge 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 		$1.3M Hold
3,130
– – 1.13% 32
2026
Q1 		$847K Sell
3,130
-1
-0% -$298 0.84% 40
2025
Q4 		$1.03M Buy
+3,131
New +$1.06M 1.04% 35

Other funds holding UNH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jefferson Bridge Capital's UNH Position: Q2 2026 in Review

Jefferson Bridge Capital held its UnitedHealth (UNH) position steady in Q2 2026 at 3,130 shares worth $1.3M. The position accounts for 1.13% of the portfolio, ranked #32.

Jefferson Bridge Capital first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 1,997 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Jefferson Bridge Capital held 3,130 shares of UnitedHealth worth $1.3M as of Q2 2026.
  • Jefferson Bridge Capital left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 1.13% of Jefferson Bridge Capital's portfolio in Q2 2026, its #32 holding.
  • Jefferson Bridge Capital first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 1,997 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.