JPL Wealth Management’s UnitedHealth UNH Stock Holding History

JPL 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 Q1	$10.5M	Sell	38,782 -6,308	-14%	-$1.88M	2.41%	9
2025 Q4	$14.9M	Sell	45,090 -2,140	-5%	-$725K	3.63%	2
2025 Q3	$16.3M	Buy	47,230 +3,331	+8%	+$1.01M	3.87%	2
2025 Q2	$13.7M	Sell	43,899 -124	-0.3%	-$47.4K	3.7%	2
2025 Q1	$23.1M	Buy	44,023 +706	+2%	+$361K	6.58%	1
2024 Q4	$21.9M	Buy	+43,317	New	+$24.6M	6.28%	1
2024 Q2	$2.79M	Buy	5,481 +642	+13%	+$315K	1.37%	29
2024 Q1	$2.39M	Buy	4,839 +1,879	+63%	+$955K	1.32%	29
2023 Q4	$1.56M	Buy	+2,960	New	+$1.58M	1.12%	37

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

JPL Wealth Management's UNH Position: Q1 2026 in Review

JPL Wealth Management reduced its UnitedHealth (UNH) stake by 14% in Q1 2026, selling an estimated $1.88M and leaving 38,782 shares worth $10.5M. The position accounts for 2.41% of the portfolio, ranked #9.

JPL Wealth Management first reported a position in UNH in Q4 2023 and has held it in 9 quarters since. The position peaked at $23.1M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

JPL Wealth Management held 38,782 shares of UnitedHealth worth $10.5M as of Q1 2026.
JPL Wealth Management sold 6,308 UnitedHealth shares in Q1 2026, an estimated $1.88M.
UnitedHealth made up 2.41% of JPL Wealth Management's portfolio in Q1 2026, its #9 holding.
JPL Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 9 quarters since.
JPL Wealth Management's UnitedHealth position peaked at $23.1M in Q1 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.