JLB & Associates’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 | – | Sell |
-12,579
| Closed | -$3.4M | – | 79 |
|
|
2026
Q1 | $3.4M | Sell |
12,579
-20,325
| -62% | -$6.05M | 0.49% | 47 |
|
|
2025
Q4 | $10.9M | Sell |
32,904
-3,443
| -9% | -$1.17M | 1.47% | 26 |
|
|
2025
Q3 | $12.6M | Sell |
36,347
-777
| -2% | -$235K | 1.65% | 24 |
|
|
2025
Q2 | $11.6M | Sell |
37,124
-127
| -0.3% | -$48.5K | 1.62% | 26 |
|
|
2025
Q1 | $19.5M | Buy |
37,251
+243
| +0.7% | +$124K | 2.72% | 14 |
|
|
2024
Q4 | $18.7M | Sell |
37,008
-278
| -0.7% | -$158K | 2.54% | 14 |
|
|
2024
Q3 | $21.8M | Sell |
37,286
-653
| -2% | -$369K | 2.81% | 12 |
|
|
2024
Q2 | $19.3M | Buy |
37,939
+155
| +0.4% | +$76K | 2.61% | 11 |
|
|
2024
Q1 | $18.7M | Buy |
37,784
+459
| +1% | +$233K | 2.49% | 14 |
|
|
2023
Q4 | $19.7M | Sell |
37,325
-179
| -0.5% | -$95.5K | 2.82% | 13 |
|
|
2023
Q3 | $18.9M | Sell |
37,504
-1,920
| -5% | -$945K | 2.96% | 10 |
|
|
2023
Q2 | $18.9M | Sell |
39,424
-532
| -1% | -$260K | 2.7% | 13 |
|
|
2023
Q1 | $18.9M | Buy |
39,956
+518
| +1% | +$250K | 2.84% | 11 |
|
|
2022
Q4 | $20.9M | Sell |
39,438
-291
| -0.7% | -$154K | 3.33% | 5 |
|
|
2022
Q3 | $20.1M | Sell |
39,729
-175
| -0.4% | -$92K | 3.56% | 4 |
|
|
2022
Q2 | $20.5M | Sell |
39,904
-1,167
| -3% | -$586K | 3.49% | 6 |
|
|
2022
Q1 | $20.9M | Buy |
41,071
+697
| +2% | +$336K | 3.13% | 7 |
|
|
2021
Q4 | $20.3M | Buy |
40,374
+1,045
| +3% | +$473K | 2.88% | 10 |
|
|
2021
Q3 | $15.4M | Buy |
39,329
+1,044
| +3% | +$432K | 2.44% | 13 |
|
|
2021
Q2 | $15.3M | Buy |
38,285
+466
| +1% | +$186K | 2.39% | 15 |
|
|
2021
Q1 | $14.1M | Sell |
37,819
-111
| -0.3% | -$38.5K | 2.31% | 18 |
|
|
2020
Q4 | $13.3M | Sell |
37,930
-130
| -0.3% | -$43.6K | 2.21% | 19 |
|
|
2020
Q3 | $11.9M | Buy |
38,060
+15,445
| +68% | +$4.74M | 2.18% | 18 |
|
|
2020
Q2 | $6.67M | Buy |
22,615
+997
| +5% | +$286K | 1.33% | 33 |
|
|
2020
Q1 | $5.39M | Buy |
21,618
+627
| +3% | +$173K | 1.28% | 33 |
|
|
2019
Q4 | $6.17M | Sell |
20,991
-120
| -0.6% | -$31.4K | 1.13% | 35 |
|
|
2019
Q3 | $4.59M | Buy |
21,111
+2,050
| +11% | +$495K | 0.91% | 39 |
|
|
2019
Q2 | $4.65M | Buy |
19,061
+3,182
| +20% | +$765K | 0.94% | 37 |
|
|
2019
Q1 | $3.93M | Buy |
15,879
+4,968
| +46% | +$1.27M | 0.83% | 39 |
|
|
2018
Q4 | $2.72M | Buy |
10,911
+4,163
| +62% | +$1.1M | 0.66% | 43 |
|
|
2018
Q3 | $1.79M | Sell |
6,748
-587
| -8% | -$153K | 0.38% | 51 |
|
|
2018
Q2 | $1.8M | Buy |
+7,335
| New | +$1.76M | 0.38% | 52 |
|
|
2014
Q1 | – | Sell |
-9,750
| Closed | -$734K | – | 76 |
|
|
2013
Q4 | $734K | Hold |
9,750
| – | – | 0.28% | 61 |
|
|
2013
Q3 | $698K | Hold |
9,750
| – | – | 0.29% | 61 |
|
|
2013
Q2 | $638K | Buy |
+9,750
| New | +$607K | 0.29% | 61 |
|
Other funds holding UNH
JLB & Associates's UNH Position: Q2 2026 in Review
JLB & Associates sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 12,579 shares — an estimated $3.4M sold.
JLB & Associates first reported a position in UNH in Q2 2013 and held it in 35 quarters. The position peaked at $21.8M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- JLB & Associates reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
- JLB & Associates sold 12,579 UnitedHealth shares in Q2 2026, an estimated $3.4M.
- JLB & Associates first reported a position in UnitedHealth in Q2 2013 and held it in 35 quarters.
- JLB & Associates's UnitedHealth position peaked at $21.8M in Q3 2024.
- 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on JLB & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.