JWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jeppson Wealth Management's UNH Position: Q1 2026 in Review

Jeppson Wealth Management increased its UnitedHealth (UNH) stake by 5.9% in Q1 2026, buying an estimated $20.5K and bringing the position to 1,244 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #163.

Jeppson Wealth Management first reported a position in UNH in Q3 2020 and has held it in 23 quarters since. The position peaked at $924K in Q2 2022. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Jeppson Wealth Management held 1,244 shares of UnitedHealth worth $337K as of Q1 2026.
  • Jeppson Wealth Management bought 69 UnitedHealth shares in Q1 2026, an estimated $20.5K.
  • UnitedHealth made up 0.11% of Jeppson Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Jeppson Wealth Management first reported a position in UnitedHealth in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's UnitedHealth position peaked at $924K in Q2 2022.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.