JGP Wealth Management
UNH icon

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
Q3 		$217K Sell
590
-5
-0.8% -$2.01K 0.02% 230
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JGP Wealth Management's UNH Position: Q3 2026 in Review

JGP Wealth Management reduced its UnitedHealth (UNH) stake by 0.84% in Q3 2026, selling an estimated $2.01K and leaving 590 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #230.

JGP Wealth Management first reported a position in UNH in Q3 2022 and has held it in 14 quarters since. The position peaked at $534K in Q1 2025. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • JGP Wealth Management held 590 shares of UnitedHealth worth $217K as of Q3 2026.
  • JGP Wealth Management sold 5 UnitedHealth shares in Q3 2026, an estimated $2.01K.
  • UnitedHealth made up 0.02% of JGP Wealth Management's portfolio in Q3 2026, its #230 holding.
  • JGP Wealth Management first reported a position in UnitedHealth in Q3 2022 and has held it in 14 quarters since.
  • JGP Wealth Management's UnitedHealth position peaked at $534K in Q1 2025.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.