JGP Wealth Management’s UnitedHealth UNH Stock Holding History

JGP 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	$247K	Buy	+595	New	+$221K	0.02%	210
2025 Q3	–	Sell	-716	Closed	-$223K	–	223
2025 Q2	$223K	Sell	716 -304	-30%	-$116K	0.03%	189
2025 Q1	$534K	Buy	1,020 +109	+12%	+$55.7K	0.07%	119
2024 Q4	$461K	Buy	911 +71	+8%	+$40.3K	0.06%	134
2024 Q3	$491K	Buy	840 +91	+12%	+$51.5K	0.06%	129
2024 Q2	$381K	Buy	749 +89	+13%	+$43.6K	0.05%	134
2024 Q1	$327K	Buy	660 +56	+9%	+$28.5K	0.05%	139
2023 Q4	$318K	Buy	604 +50	+9%	+$26.7K	0.05%	140
2023 Q3	$279K	Buy	554 +3	+0.5%	+$1.48K	0.05%	133
2023 Q2	$265K	Sell	551 -23	-4%	-$11.2K	0.04%	135
2023 Q1	$271K	Buy	574 +33	+6%	+$15.9K	0.05%	131
2022 Q4	$287K	Sell	541 -23	-4%	-$12.2K	0.05%	131
2022 Q3	$285K	Buy	+564	New	+$297K	0.06%	126

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

JGP Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 595 shares worth $247K. The stake represents 0.02% of the portfolio and ranks #210 among its holdings. This is a return to the name: JGP Wealth Management previously reported a position in UNH as recently as Q2 2025.

JGP Wealth Management first reported a position in UNH in Q3 2022 and has held it in 13 quarters since. The position peaked at $534K in Q1 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

JGP Wealth Management held 595 shares of UnitedHealth worth $247K as of Q2 2026.
UnitedHealth was a new JGP Wealth Management position in Q2 2026.
UnitedHealth made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #210 holding.
JGP Wealth Management first reported a position in UnitedHealth in Q3 2022 and has held it in 13 quarters since.
JGP Wealth Management's UnitedHealth position peaked at $534K in Q1 2025.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.