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 Q3	$21.4M	Buy	58,380 +57,692	+8,385%	+$23.2M	0.1%	223
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	$9.6M	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Jupiter Asset Management's UNH Position: Q3 2026 in Review

Jupiter Asset Management increased its UnitedHealth (UNH) stake by 8,385% in Q3 2026, buying an estimated $23.2M and bringing the position to 58,380 shares worth $21.4M. The position accounts for 0.1% of the portfolio, ranked #223.

Jupiter Asset Management first reported a position in UNH in Q4 2018 and has held it in 24 quarters since. The position peaked at $81.6M in Q2 2021. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Jupiter Asset Management held 58,380 shares of UnitedHealth worth $21.4M as of Q3 2026.
Jupiter Asset Management bought 57,692 UnitedHealth shares in Q3 2026, an estimated $23.2M.
UnitedHealth made up 0.1% of Jupiter Asset Management's portfolio in Q3 2026, its #223 holding.
Jupiter Asset Management first reported a position in UnitedHealth in Q4 2018 and has held it in 24 quarters since.
Jupiter Asset Management's UnitedHealth position peaked at $81.6M in Q2 2021.
2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Jupiter Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.