JAM
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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jupiter Asset Management's UNH Position: Q3 2025 in Review

Jupiter Asset Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 860 shares — an estimated $268K sold.

Jupiter Asset Management first reported a position in UNH in Q4 2018 and held it in 22 quarters. The position peaked at $81.6M in Q2 2021. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Jupiter Asset Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 860 UnitedHealth shares in Q3 2025, an estimated $268K.
  • Jupiter Asset Management first reported a position in UnitedHealth in Q4 2018 and held it in 22 quarters.
  • Jupiter Asset Management's UnitedHealth position peaked at $81.6M in Q2 2021.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Jupiter Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.