Jupiter Asset Management’s UnitedHealth UNH Stock Holding History

Jupiter Asset 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	$286K	Buy	+688	New	+$255K	﹤0.01%	489
2025 Q3	–	Sell	-860	Closed	-$268K	–	558
2025 Q2	$268K	Sell	860 -130,581	-99%	-$49.9M	﹤0.01%	415
2025 Q1	$68.8M	Buy	131,441 +119,434	+995%	+$61.1M	0.66%	36
2024 Q4	$6.07M	Sell	12,007 -6,536	-35%	-$3.71M	0.06%	256
2024 Q3	$10.8M	Sell	18,543 -295	-2%	-$167K	0.1%	214
2024 Q2	$9.59M	Sell	18,838 -5,006	-21%	-$2.45M	0.09%	215
2024 Q1	$11.8M	Sell	23,844 -5,001	-17%	-$2.54M	0.11%	208
2023 Q4	$15.2M	Buy	28,845 +580	+2%	+$309K	0.15%	175
2023 Q3	$14.3M	Sell	28,265 -37,048	-57%	-$18.2M	0.16%	168
2023 Q2	$31.4M	Sell	65,313 -73,207	-53%	-$35.8M	0.34%	76
2023 Q1	$65.4M	Buy	138,520 +26,769	+24%	+$12.9M	0.9%	16
2022 Q4	$59.3M	Buy	111,751 +78,555	+237%	+$41.6M	0.87%	17
2022 Q3	$16.8M	Sell	33,196 -8,815	-21%	-$4.64M	0.26%	109
2022 Q2	$21.6M	Buy	42,011 +25,886	+161%	+$13M	0.3%	98
2022 Q1	$8.22M	Buy	16,125 +5,957	+59%	+$2.87M	0.1%	211
2021 Q4	$5.13M	Sell	10,168 -120,345	-92%	-$54.5M	0.06%	262
2021 Q3	$51M	Sell	130,513 -73,358	-36%	-$30.4M	0.58%	42
2021 Q2	$81.6M	Buy	203,871 +3,379	+2%	+$1.35M	0.84%	19
2021 Q1	$74.7M	Buy	200,492 +141,032	+237%	+$48.9M	0.73%	22
2020 Q4	$20.8M	Sell	59,460 -3,433	-5%	-$1.15M	0.21%	138
2020 Q3	$19.6M	Buy	62,893 +61,648	+4,952%	+$18.9M	0.21%	129
2020 Q2	$367K	Buy	+1,245	New	+$357K	0.01%	252
2019 Q1	–	Sell	-1,972	Closed	-$491K	–	267
2018 Q4	$491K	Buy	+1,972	New	+$521K	0.02%	209

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

Jupiter Asset Management's UNH Position: Q2 2026 in Review

Jupiter Asset Management opened a new position in UnitedHealth (UNH) in Q2 2026: 688 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #489 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in UNH as recently as Q2 2025.

Jupiter Asset Management first reported a position in UNH in Q4 2018 and has held it in 23 quarters since. The position peaked at $81.6M in Q2 2021. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Jupiter Asset Management held 688 shares of UnitedHealth worth $286K as of Q2 2026.
UnitedHealth was a new Jupiter Asset Management position in Q2 2026.
UnitedHealth made up ﹤0.01% of Jupiter Asset Management's portfolio in Q2 2026, its #489 holding.
Jupiter Asset Management first reported a position in UnitedHealth in Q4 2018 and has held it in 23 quarters since.
Jupiter Asset Management's UnitedHealth position peaked at $81.6M in Q2 2021.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.