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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Joseph Group Capital Management's UNH Position: Q1 2026 in Review

Joseph Group Capital Management increased its UnitedHealth (UNH) stake by 70% in Q1 2026, buying an estimated $17K and bringing the position to 139 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #121.

Joseph Group Capital Management first reported a position in UNH in Q3 2022 and has held it in 13 quarters since. The position peaked at $4.96M in Q1 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Joseph Group Capital Management held 139 shares of UnitedHealth worth $37.6K as of Q1 2026.
Joseph Group Capital Management bought 57 UnitedHealth shares in Q1 2026, an estimated $17K.
UnitedHealth made up 0.01% of Joseph Group Capital Management's portfolio in Q1 2026, its #121 holding.
Joseph Group Capital Management first reported a position in UnitedHealth in Q3 2022 and has held it in 13 quarters since.
Joseph Group Capital Management's UnitedHealth position peaked at $4.96M in Q1 2025.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.