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Joseph Group Capital Management’s UnitedHealth UNH Stock Holding History

Joseph Group Capital 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 		$126K Buy
303
+164
+118% +$60.8K 0.03% 88
2026
Q1 		$37.6K Buy
139
+57
+70% +$17K 0.01% 121
2025
Q4 		$27.1K Buy
+82
New +$27.8K 0.01% 112
2025
Q2 		– Sell
-9,477
Closed -$4.96M – 114
2025
Q1 		$4.96M Buy
9,477
+2,069
+28% +$1.06M 1.9% 13
2024
Q4 		$3.75M Buy
7,408
+998
+16% +$567K 1.48% 22
2024
Q3 		$3.75M Sell
6,410
-81
-1% -$45.8K 1.43% 20
2024
Q2 		$3.31M Buy
6,491
+761
+13% +$373K 1.72% 14
2024
Q1 		$2.83M Buy
5,730
+1,843
+47% +$937K 1.42% 18
2023
Q4 		$2.05M Buy
3,887
+163
+4% +$86.9K 1.19% 22
2023
Q3 		$1.88M Buy
3,724
+1,419
+62% +$698K 1.35% 20
2023
Q2 		$1.11M Buy
2,305
+349
+18% +$171K 0.93% 40
2023
Q1 		$924K Buy
1,956
+259
+15% +$125K 0.81% 40
2022
Q4 		$900K Buy
1,697
+87
+5% +$46.1K 0.86% 39
2022
Q3 		$813K Buy
+1,610
New +$847K 0.89% 39

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Joseph Group Capital Management's UNH Position: Q2 2026 in Review

Joseph Group Capital Management increased its UnitedHealth (UNH) stake by 118% in Q2 2026, buying an estimated $60.8K and bringing the position to 303 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #88.

Joseph Group Capital Management first reported a position in UNH in Q3 2022 and has held it in 14 quarters since. The position peaked at $4.96M in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Joseph Group Capital Management held 303 shares of UnitedHealth worth $126K as of Q2 2026.
  • Joseph Group Capital Management bought 164 UnitedHealth shares in Q2 2026, an estimated $60.8K.
  • UnitedHealth made up 0.03% of Joseph Group Capital Management's portfolio in Q2 2026, its #88 holding.
  • Joseph Group Capital Management first reported a position in UnitedHealth in Q3 2022 and has held it in 14 quarters since.
  • Joseph Group Capital Management's UnitedHealth position peaked at $4.96M in Q1 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.