JWM
UNH icon

Jessup Wealth Management’s UnitedHealth UNH Stock Holding History

Jessup 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 		$7.52M Buy
27,794
+994
+4% +$296K 2.74% 15
2025
Q4 		$8.85M Buy
26,800
+25,425
+1,849% +$8.62M 2.92% 11
2025
Q3 		$475K Sell
1,375
-5,074
-79% -$1.53M 0.18% 50
2025
Q2 		$2.01M Buy
6,449
+99
+2% +$37.8K 0.81% 28
2025
Q1 		$3.33M Buy
6,350
+5,170
+438% +$2.64M 1.4% 23
2024
Q4 		$597K Sell
1,180
-10,711
-90% -$6.09M 0.25% 40
2024
Q3 		$6.95M Buy
11,891
+5,307
+81% +$3M 3.19% 12
2024
Q2 		$3.35M Buy
6,584
+188
+3% +$92.1K 1.43% 24
2024
Q1 		$3.16M Sell
6,396
-223
-3% -$113K 1.36% 26
2023
Q4 		$3.48M Buy
6,619
+9
+0.1% +$4.8K 1.74% 22
2023
Q3 		$3.33M Buy
6,610
+291
+5% +$143K 1.92% 21
2023
Q2 		$3.04M Sell
6,319
-493
-7% -$241K 1.63% 21
2023
Q1 		$3.22M Sell
6,812
-10,182
-60% -$4.91M 1.91% 18
2022
Q4 		$9.01M Buy
+16,994
New +$9M 5.72% 4

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

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

Jessup Wealth Management increased its UnitedHealth (UNH) stake by 3.7% in Q1 2026, buying an estimated $296K and bringing the position to 27,794 shares worth $7.52M. The position accounts for 2.74% of the portfolio, ranked #15.

Jessup Wealth Management first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.01M in Q4 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Jessup Wealth Management held 27,794 shares of UnitedHealth worth $7.52M as of Q1 2026.
  • Jessup Wealth Management bought 994 UnitedHealth shares in Q1 2026, an estimated $296K.
  • UnitedHealth made up 2.74% of Jessup Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Jessup Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Jessup Wealth Management's UnitedHealth position peaked at $9.01M in Q4 2022.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.