Jones Financial Companies
UNH icon

Jones Financial Companies’s UnitedHealth UNH Stock Holding History

Jones Financial Companies’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
Q1 		$142M Buy
547,071
+429,594
+366% +$128M 0.07% 150
2025
Q4 		$38.8M Buy
117,477
+5,849
+5% +$1.98M 0.02% 214
2025
Q3 		$38.4M Buy
111,628
+12,154
+12% +$3.68M 0.03% 195
2025
Q2 		$30.8M Buy
99,474
+11,513
+13% +$4.4M 0.02% 198
2025
Q1 		$45.6M Buy
87,961
+20,375
+30% +$10.4M 0.04% 119
2024
Q4 		$34.2M Buy
67,586
+20,012
+42% +$11.4M 0.03% 119
2024
Q3 		$27.7M Buy
47,574
+12,449
+35% +$7.04M 0.03% 109
2024
Q2 		$17.9M Buy
35,125
+11,646
+50% +$5.71M 0.02% 107
2024
Q1 		$11.6M Buy
23,479
+2,990
+15% +$1.52M 0.02% 108
2023
Q4 		$10.8M Buy
20,489
+737
+4% +$393K 0.02% 98
2023
Q3 		$9.96M Buy
19,752
+736
+4% +$362K 0.02% 92
2023
Q2 		$9.14M Buy
19,016
+679
+4% +$332K 0.01% 102
2023
Q1 		$8.67M Buy
18,337
+1,140
+7% +$550K 0.01% 100
2022
Q4 		$9.12M Buy
17,197
+2,070
+14% +$1.1M 0.02% 95
2022
Q3 		$7.64M Buy
15,127
+1,618
+12% +$851K 0.01% 96
2022
Q2 		$6.94M Buy
13,509
+3,610
+36% +$1.81M 0.01% 100
2022
Q1 		$5.05M Buy
9,899
+9,325
+1,625% +$4.5M 0.01% 119
2021
Q4 		$288K Buy
574
+117
+26% +$53K ﹤0.01% 223
2021
Q3 		$179K Hold
457
– – ﹤0.01% 235
2021
Q2 		$183K Sell
457
-254
-36% -$101K ﹤0.01% 231
2021
Q1 		$265K Buy
711
+513
+259% +$178K ﹤0.01% 204
2020
Q4 		$69K Buy
+198
New +$66.4K ﹤0.01% 274
2013
Q4 		– Sell
-213
Closed -$15K – 530
2013
Q3 		$15K Sell
213
-150
-41% -$10.7K ﹤0.01% 466
2013
Q2 		$24K Buy
+363
New +$22.6K ﹤0.01% 433

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jones Financial Companies's UNH Position: Q1 2026 in Review

Jones Financial Companies increased its UnitedHealth (UNH) stake by 366% in Q1 2026, buying an estimated $128M and bringing the position to 547,071 shares worth $142M. The position accounts for 0.07% of the portfolio, ranked #150.

Jones Financial Companies first reported a position in UNH in Q2 2013 and has held it in 24 quarters since. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Jones Financial Companies held 547,071 shares of UnitedHealth worth $142M as of Q1 2026.
  • Jones Financial Companies bought 429,594 UnitedHealth shares in Q1 2026, an estimated $128M.
  • UnitedHealth made up 0.07% of Jones Financial Companies's portfolio in Q1 2026, its #150 holding.
  • Jones Financial Companies first reported a position in UnitedHealth in Q2 2013 and has held it in 24 quarters since.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.