Jensen Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $357K | Sell |
859
-632
| -42% | -$234K | 0.01% | 80 |
|
|
2026
Q1 | $403K | Sell |
1,491
-2,450
| -62% | -$730K | 0.01% | 81 |
|
|
2025
Q4 | $1.3M | Sell |
3,941
-432
| -10% | -$146K | 0.02% | 76 |
|
|
2025
Q3 | $1.51M | Sell |
4,373
-6,033
| -58% | -$1.82M | 0.02% | 78 |
|
|
2025
Q2 | $3.25M | Sell |
10,406
-596,972
| -98% | -$228M | 0.04% | 66 |
|
|
2025
Q1 | $318M | Sell |
607,378
-108,689
| -15% | -$55.6M | 3.52% | 11 |
|
|
2024
Q4 | $362M | Sell |
716,067
-10,968
| -2% | -$6.23M | 3.28% | 12 |
|
|
2024
Q3 | $425M | Sell |
727,035
-239,156
| -25% | -$135M | 3.55% | 11 |
|
|
2024
Q2 | $492M | Sell |
966,191
-394,320
| -29% | -$193M | 4.03% | 8 |
|
|
2024
Q1 | $673M | Sell |
1,360,511
-8,679
| -0.6% | -$4.41M | 5.14% | 6 |
|
|
2023
Q4 | $721M | Sell |
1,369,190
-31,401
| -2% | -$16.7M | 5.46% | 6 |
|
|
2023
Q3 | $706M | Buy |
1,400,591
+38,440
| +3% | +$18.9M | 5.58% | 5 |
|
|
2023
Q2 | $655M | Buy |
1,362,151
+16,143
| +1% | +$7.89M | 4.8% | 7 |
|
|
2023
Q1 | $633M | Sell |
1,346,008
-47,090
| -3% | -$22.7M | 4.99% | 6 |
|
|
2022
Q4 | $739M | Buy |
1,393,098
+185,736
| +15% | +$98.4M | 5.78% | 3 |
|
|
2022
Q3 | $610M | Buy |
1,207,362
+93,674
| +8% | +$49.3M | 5.31% | 4 |
|
|
2022
Q2 | $572M | Sell |
1,113,688
-36,013
| -3% | -$18.1M | 4.74% | 6 |
|
|
2022
Q1 | $586M | Sell |
1,149,701
-112,365
| -9% | -$54.2M | 4.37% | 8 |
|
|
2021
Q4 | $634M | Sell |
1,262,066
-8,100
| -0.6% | -$3.67M | 4.45% | 8 |
|
|
2021
Q3 | $496M | Sell |
1,270,166
-86,530
| -6% | -$35.8M | 3.93% | 11 |
|
|
2021
Q2 | $543M | Sell |
1,356,696
-87,311
| -6% | -$34.8M | 4.11% | 11 |
|
|
2021
Q1 | $537M | Buy |
1,444,007
+22,358
| +2% | +$7.75M | 4.3% | 9 |
|
|
2020
Q4 | $499M | Buy |
1,421,649
+5,896
| +0.4% | +$1.98M | 4.13% | 11 |
|
|
2020
Q3 | $441M | Sell |
1,415,753
-177,265
| -11% | -$54.5M | 3.91% | 11 |
|
|
2020
Q2 | $470M | Buy |
1,593,018
+77,685
| +5% | +$22.3M | 4.5% | 9 |
|
|
2020
Q1 | $378M | Buy |
1,515,333
+25,495
| +2% | +$7.02M | 4.23% | 9 |
|
|
2019
Q4 | $438M | Sell |
1,489,838
-344,440
| -19% | -$90.1M | 4.34% | 9 |
|
|
2019
Q3 | $399M | Buy |
1,834,278
+16,989
| +0.9% | +$4.1M | 4.26% | 8 |
|
|
2019
Q2 | $443M | Buy |
1,817,289
+221,097
| +14% | +$53.2M | 5.06% | 6 |
|
|
2019
Q1 | $395M | Buy |
1,596,192
+87,909
| +6% | +$22.4M | 4.7% | 10 |
|
|
2018
Q4 | $376M | Sell |
1,508,283
-1,070
| -0.1% | -$283K | 5.31% | 4 |
|
|
2018
Q3 | $402M | Sell |
1,509,353
-4,690
| -0.3% | -$1.22M | 5.01% | 6 |
|
|
2018
Q2 | $371M | Sell |
1,514,043
-147,625
| -9% | -$35.4M | 4.99% | 6 |
|
|
2018
Q1 | $356M | Buy |
1,661,668
+5,235
| +0.3% | +$1.2M | 4.64% | 8 |
|
|
2017
Q4 | $365M | Sell |
1,656,433
-1,370
| -0.1% | -$290K | 4.66% | 7 |
|
|
2017
Q3 | $325M | Sell |
1,657,803
-216,200
| -12% | -$41.8M | 4.39% | 9 |
|
|
2017
Q2 | $347M | Sell |
1,874,003
-60,785
| -3% | -$10.7M | 4.76% | 6 |
|
|
2017
Q1 | $317M | Sell |
1,934,788
-2,620
| -0.1% | -$429K | 4.44% | 8 |
|
|
2016
Q4 | $310M | Sell |
1,937,408
-2,885
| -0.1% | -$431K | 4.54% | 6 |
|
|
2016
Q3 | $272M | Sell |
1,940,293
-7,370
| -0.4% | -$1.03M | 4.06% | 11 |
|
|
2016
Q2 | $275M | Sell |
1,947,663
-18,457
| -0.9% | -$2.46M | 4.27% | 12 |
|
|
2016
Q1 | $253M | Buy |
1,966,120
+80,910
| +4% | +$9.57M | 4.04% | 14 |
|
|
2015
Q4 | $222M | Buy |
1,885,210
+523,330
| +38% | +$61.2M | 3.72% | 14 |
|
|
2015
Q3 | $158M | Buy |
1,361,880
+9,445
| +0.7% | +$1.13M | 2.78% | 20 |
|
|
2015
Q2 | $165M | Buy |
1,352,435
+5,233
| +0.4% | +$619K | 2.64% | 20 |
|
|
2015
Q1 | $159M | Buy |
1,347,202
+3,422
| +0.3% | +$380K | 2.44% | 25 |
|
|
2014
Q4 | $136M | Buy |
1,343,780
+1,337,750
| +22,185% | +$127M | 2.1% | 25 |
|
|
2014
Q3 | $520K | Buy |
6,030
+60
| +1% | +$5.07K | 0.01% | 41 |
|
|
2014
Q2 | $488K | Sell |
5,970
-1,160
| -16% | -$91.3K | 0.01% | 53 |
|
|
2014
Q1 | $585K | Buy |
7,130
+20
| +0.3% | +$1.5K | 0.01% | 34 |
|
|
2013
Q4 | $535K | Buy |
7,110
+1,000
| +16% | +$71.8K | 0.01% | 48 |
|
|
2013
Q3 | $438K | Sell |
6,110
-2,391
| -28% | -$171K | 0.01% | 67 |
|
|
2013
Q2 | $557K | Buy |
+8,501
| New | +$529K | 0.01% | 46 |
|
Other funds holding UNH
Jensen Investment Management's UNH Position: Q2 2026 in Review
Jensen Investment Management reduced its UnitedHealth (UNH) stake by 42% in Q2 2026, selling an estimated $234K and leaving 859 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #80.
Jensen Investment Management first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $739M in Q4 2022. 2,229 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Jensen Investment Management held 859 shares of UnitedHealth worth $357K as of Q2 2026.
- Jensen Investment Management sold 632 UnitedHealth shares in Q2 2026, an estimated $234K.
- UnitedHealth made up 0.01% of Jensen Investment Management's portfolio in Q2 2026, its #80 holding.
- Jensen Investment Management first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
- Jensen Investment Management's UnitedHealth position peaked at $739M in Q4 2022.
- 2,229 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Jensen Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.