JWM
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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
Q2 		$13.9M Buy
33,489
+5,695
+20% +$2.11M 4.15% 6
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 $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

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

Jessup Wealth Management increased its UnitedHealth (UNH) stake by 20% in Q2 2026, buying an estimated $2.11M and bringing the position to 33,489 shares worth $13.9M. The position accounts for 4.15% of the portfolio, ranked #6.

Jessup Wealth Management first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Jessup Wealth Management held 33,489 shares of UnitedHealth worth $13.9M as of Q2 2026.
  • Jessup Wealth Management bought 5,695 UnitedHealth shares in Q2 2026, an estimated $2.11M.
  • UnitedHealth made up 4.15% of Jessup Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Jessup Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.