JF
UNH icon

JSF Financial’s UnitedHealth UNH Stock Holding History

JSF Financial’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 		$506K Buy
+1,871
New +$557K 0.1% 92
2025
Q4 		– Sell
-676
Closed -$233K – 144
2025
Q3 		$233K Buy
+676
New +$204K 0.05% 117
2025
Q2 		– Sell
-2,762
Closed -$1.45M – 136
2025
Q1 		$1.45M Sell
2,762
-1,086
-28% -$555K 0.38% 37
2024
Q4 		$1.95M Buy
3,848
+290
+8% +$165K 0.52% 32
2024
Q3 		$2.08M Buy
3,558
+1,356
+62% +$767K 0.61% 27
2024
Q2 		$1.12M Buy
2,202
+31
+1% +$15.2K 0.34% 39
2024
Q1 		$1.07M Buy
2,171
+400
+23% +$203K 0.34% 37
2023
Q4 		$932K Buy
1,771
+5
+0.3% +$2.67K 0.32% 39
2023
Q3 		$890K Sell
1,766
-147
-8% -$72.3K 0.34% 38
2023
Q2 		$919K Sell
1,913
-84
-4% -$41.1K 0.33% 43
2023
Q1 		$944K Buy
1,997
+165
+9% +$79.6K 0.35% 41
2022
Q4 		$971K Buy
1,832
+10
+0.5% +$5.3K 0.36% 42
2022
Q3 		$920K Buy
1,822
+10
+0.6% +$5.26K 0.35% 38
2022
Q2 		$931K Sell
1,812
-989
-35% -$497K 0.42% 38
2022
Q1 		$1.43M Buy
2,801
+960
+52% +$463K 0.61% 31
2021
Q4 		$924K Sell
1,841
-70
-4% -$31.7K 0.45% 29
2021
Q3 		$747K Buy
1,911
+175
+10% +$72.5K 0.37% 33
2021
Q2 		$695K Buy
1,736
+141
+9% +$56.2K 0.41% 32
2021
Q1 		$593K Buy
1,595
+29
+2% +$10K 0.37% 31
2020
Q4 		$549K Sell
1,566
-128
-8% -$42.9K 0.38% 32
2020
Q3 		$528K Sell
1,694
-176
-9% -$54.1K 0.41% 29
2020
Q2 		$552K Hold
1,870
– – 0.48% 27
2020
Q1 		$466K Buy
1,870
+232
+14% +$63.8K 0.47% 32
2019
Q4 		$482K Sell
1,638
-100
-6% -$26.2K 0.48% 36
2019
Q3 		$378K Hold
1,738
– – 0.41% 41
2019
Q2 		$424K Buy
1,738
+658
+61% +$158K 0.46% 39
2019
Q1 		$267K Hold
1,080
– – 0.3% 46
2018
Q4 		$269K Buy
+1,080
New +$285K 0.28% 45

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

JSF Financial's UNH Position: Q1 2026 in Review

JSF Financial opened a new position in UnitedHealth (UNH) in Q1 2026: 1,871 shares worth $506K. The stake represents 0.1% of the portfolio and ranks #92 among its holdings. This is a return to the name: JSF Financial previously reported a position in UNH as recently as Q3 2025.

JSF Financial first reported a position in UNH in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.08M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • JSF Financial held 1,871 shares of UnitedHealth worth $506K as of Q1 2026.
  • UnitedHealth was a new JSF Financial position in Q1 2026.
  • UnitedHealth made up 0.1% of JSF Financial's portfolio in Q1 2026, its #92 holding.
  • JSF Financial first reported a position in UnitedHealth in Q4 2018 and has held it in 28 quarters since.
  • JSF Financial's UnitedHealth position peaked at $2.08M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.