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 Q2	$16.2M	Buy	39,056 +274	+0.7%	+$102K	3.22%	2
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JPL Wealth Management's UNH Position: Q2 2026 in Review

JPL Wealth Management increased its UnitedHealth (UNH) stake by 0.71% in Q2 2026, buying an estimated $102K and bringing the position to 39,056 shares worth $16.2M. The position accounts for 3.22% of the portfolio, ranked #2.

JPL Wealth Management first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.1M in Q1 2025. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

JPL Wealth Management held 39,056 shares of UnitedHealth worth $16.2M as of Q2 2026.
JPL Wealth Management bought 274 UnitedHealth shares in Q2 2026, an estimated $102K.
UnitedHealth made up 3.22% of JPL Wealth Management's portfolio in Q2 2026, its #2 holding.
JPL Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's UnitedHealth position peaked at $23.1M in Q1 2025.
3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.