JWM
UNH icon

Jeppson Wealth Management’s UnitedHealth UNH Stock Holding History

Jeppson Wealth Management’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 		$447K Sell
1,075
-169
-14% -$62.6K 0.13% 151
2026
Q1 		$337K Buy
1,244
+69
+6% +$20.5K 0.11% 163
2025
Q4 		$388K Sell
1,175
-25
-2% -$8.47K 0.12% 146
2025
Q3 		$414K Buy
1,200
+109
+10% +$33K 0.13% 138
2025
Q2 		$340K Buy
1,091
+78
+8% +$29.8K 0.12% 151
2025
Q1 		$531K Sell
1,013
-512
-34% -$262K 0.19% 114
2024
Q4 		$772K Sell
1,525
-20
-1% -$11.4K 0.28% 86
2024
Q3 		$903K Sell
1,545
-43
-3% -$24.3K 0.32% 77
2024
Q2 		$809K Sell
1,588
-150
-9% -$73.5K 0.31% 79
2024
Q1 		$860K Sell
1,738
-5
-0.3% -$2.54K 0.33% 78
2023
Q4 		$918K Sell
1,743
-5
-0.3% -$2.67K 0.38% 75
2023
Q3 		$881K Buy
1,748
+25
+1% +$12.3K 0.4% 66
2023
Q2 		$828K Hold
1,723
– – 0.36% 73
2023
Q1 		$814K Hold
1,723
– – 0.35% 69
2022
Q4 		$914K Sell
1,723
-60
-3% -$31.8K 0.38% 60
2022
Q3 		$901K Sell
1,783
-15
-0.8% -$7.89K 0.41% 58
2022
Q2 		$924K Hold
1,798
– – 0.4% 59
2022
Q1 		$916K Buy
1,798
+6
+0.3% +$2.89K 0.43% 61
2021
Q4 		$900K Hold
1,792
– – 0.43% 58
2021
Q3 		$700K Hold
1,792
– – 0.36% 67
2021
Q2 		$717K Sell
1,792
-10
-0.6% -$3.99K 0.39% 66
2021
Q1 		$670K Sell
1,802
-11
-0.6% -$3.81K 0.4% 61
2020
Q4 		$636K Hold
1,813
– – 0.42% 59
2020
Q3 		$565K Buy
+1,813
New +$557K 0.44% 54

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jeppson Wealth Management's UNH Position: Q2 2026 in Review

Jeppson Wealth Management reduced its UnitedHealth (UNH) stake by 14% in Q2 2026, selling an estimated $62.6K and leaving 1,075 shares worth $447K. The position accounts for 0.13% of the portfolio, ranked #151.

Jeppson Wealth Management first reported a position in UNH in Q3 2020 and has held it in 24 quarters since. The position peaked at $924K in Q2 2022. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Jeppson Wealth Management held 1,075 shares of UnitedHealth worth $447K as of Q2 2026.
  • Jeppson Wealth Management sold 169 UnitedHealth shares in Q2 2026, an estimated $62.6K.
  • UnitedHealth made up 0.13% of Jeppson Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Jeppson Wealth Management first reported a position in UnitedHealth in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's UnitedHealth position peaked at $924K in Q2 2022.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.