JVL Associates’s UnitedHealth UNH Stock Holding History

JVL Associates’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	$254K	Sell	692 -122	-15%	-$49.1K	0.07%	69
2026 Q2	$338K	Buy	+814	New	+$302K	0.1%	56
2025 Q2	–	Sell	-483	Closed	-$253K	–	66
2025 Q1	$253K	Sell	483 -13	-3%	-$6.65K	0.1%	51
2024 Q4	$251K	Buy	496 +4	+0.8%	+$2.27K	0.1%	49
2024 Q3	$288K	Buy	492 +24	+5%	+$13.6K	0.11%	45
2024 Q2	$238K	Buy	468 +16	+4%	+$7.84K	0.1%	48
2024 Q1	$224K	Buy	452 +17	+4%	+$8.64K	0.09%	50
2023 Q4	$229K	Buy	+435	New	+$232K	0.1%	41

Other funds holding UNH

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

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

JVL Associates's UNH Position: Q3 2026 in Review

JVL Associates reduced its UnitedHealth (UNH) stake by 15% in Q3 2026, selling an estimated $49.1K and leaving 692 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #69.

JVL Associates first reported a position in UNH in Q4 2023 and has held it in 8 quarters since. The position peaked at $338K in Q2 2026. 2,421 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

JVL Associates held 692 shares of UnitedHealth worth $254K as of Q3 2026.
JVL Associates sold 122 UnitedHealth shares in Q3 2026, an estimated $49.1K.
UnitedHealth made up 0.07% of JVL Associates's portfolio in Q3 2026, its #69 holding.
JVL Associates first reported a position in UnitedHealth in Q4 2023 and has held it in 8 quarters since.
JVL Associates's UnitedHealth position peaked at $338K in Q2 2026.
2,421 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.