JFS Wealth Advisors’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 | $333K | Buy |
802
+29
| +4% | +$10.7K | 0.02% | 276 |
|
|
2026
Q1 | $209K | Sell |
773
-24
| -3% | -$7.15K | 0.01% | 322 |
|
|
2025
Q4 | $263K | Sell |
797
-251
| -24% | -$85.1K | 0.01% | 295 |
|
|
2025
Q3 | $362K | Buy |
1,048
+88
| +9% | +$26.6K | 0.02% | 256 |
|
|
2025
Q2 | $299K | Buy |
960
+197
| +26% | +$75.3K | 0.02% | 258 |
|
|
2025
Q1 | $400K | Sell |
763
-38
| -5% | -$19.4K | 0.03% | 220 |
|
|
2024
Q4 | $405K | Sell |
801
-2,698
| -77% | -$1.53M | 0.03% | 215 |
|
|
2024
Q3 | $2.05M | Buy |
3,499
+2,832
| +425% | +$1.6M | 0.14% | 94 |
|
|
2024
Q2 | $340K | Sell |
667
-96
| -13% | -$47.1K | 0.03% | 183 |
|
|
2024
Q1 | $377K | Buy |
763
+60
| +9% | +$30.5K | 0.03% | 178 |
|
|
2023
Q4 | $370K | Buy |
703
+229
| +48% | +$122K | 0.03% | 162 |
|
|
2023
Q3 | $239K | Buy |
474
+73
| +18% | +$35.9K | 0.02% | 206 |
|
|
2023
Q2 | $193K | Sell |
401
-15
| -4% | -$7.33K | 0.02% | 220 |
|
|
2023
Q1 | $197K | Sell |
416
-58
| -12% | -$28K | 0.02% | 219 |
|
|
2022
Q4 | $252K | Sell |
474
-29
| -6% | -$15.4K | 0.02% | 196 |
|
|
2022
Q3 | $254K | Buy |
503
+15
| +3% | +$7.89K | 0.03% | 192 |
|
|
2022
Q2 | $250K | Buy |
488
+39
| +9% | +$19.6K | 0.03% | 188 |
|
|
2022
Q1 | $229K | Buy |
449
+46
| +11% | +$22.2K | 0.02% | 215 |
|
|
2021
Q4 | $202K | Buy |
403
+133
| +49% | +$60.2K | 0.02% | 223 |
|
|
2021
Q3 | $106K | Buy |
270
+215
| +391% | +$89K | 0.01% | 298 |
|
|
2021
Q2 | $22K | Hold |
55
| – | – | ﹤0.01% | 358 |
|
|
2021
Q1 | $20K | Hold |
55
| – | – | ﹤0.01% | 338 |
|
|
2020
Q4 | $19K | Buy |
55
+43
| +358% | +$14.4K | ﹤0.01% | 339 |
|
|
2020
Q3 | $4K | Hold |
12
| – | – | ﹤0.01% | 469 |
|
|
2020
Q2 | $4K | Hold |
12
| – | – | ﹤0.01% | 452 |
|
|
2020
Q1 | $3K | Sell |
12
-12
| -50% | -$3.3K | ﹤0.01% | 421 |
|
|
2019
Q4 | $7K | Hold |
24
| – | – | ﹤0.01% | 391 |
|
|
2019
Q3 | $5K | Buy |
+24
| New | +$5.79K | ﹤0.01% | 405 |
|
|
2018
Q4 | – | Sell |
-45
| Closed | -$12K | – | 529 |
|
|
2018
Q3 | $12K | Buy |
+45
| New | +$11.7K | ﹤0.01% | 391 |
|
|
2018
Q2 | – | Sell |
-13
| Closed | -$3K | – | 543 |
|
|
2018
Q1 | $3K | Buy |
13
+1
| +8% | +$228 | ﹤0.01% | 465 |
|
|
2017
Q4 | $3K | Buy |
+12
| New | +$2.54K | ﹤0.01% | 472 |
|
|
2016
Q2 | – | Sell |
-24
| Closed | -$3K | – | 617 |
|
|
2016
Q1 | $3K | Buy |
+24
| New | +$2.84K | ﹤0.01% | 501 |
|
Other funds holding UNH
VAM
JFS Wealth Advisors's UNH Position: Q2 2026 in Review
JFS Wealth Advisors increased its UnitedHealth (UNH) stake by 3.8% in Q2 2026, buying an estimated $10.7K and bringing the position to 802 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #276.
JFS Wealth Advisors first reported a position in UNH in Q1 2016 and has held it in 32 quarters since. The position peaked at $2.05M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- JFS Wealth Advisors held 802 shares of UnitedHealth worth $333K as of Q2 2026.
- JFS Wealth Advisors bought 29 UnitedHealth shares in Q2 2026, an estimated $10.7K.
- UnitedHealth made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #276 holding.
- JFS Wealth Advisors first reported a position in UnitedHealth in Q1 2016 and has held it in 32 quarters since.
- JFS Wealth Advisors's UnitedHealth position peaked at $2.05M in Q3 2024.
- 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.