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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JVL Associates's UNH Position: Q2 2026 in Review

JVL Associates opened a new position in UnitedHealth (UNH) in Q2 2026: 814 shares worth $338K. The stake represents 0.1% of the portfolio and ranks #56 among its holdings. This is a return to the name: JVL Associates previously reported a position in UNH as recently as Q1 2025.

JVL Associates first reported a position in UNH in Q4 2023 and has held it in 7 quarters since. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • JVL Associates held 814 shares of UnitedHealth worth $338K as of Q2 2026.
  • UnitedHealth was a new JVL Associates position in Q2 2026.
  • UnitedHealth made up 0.1% of JVL Associates's portfolio in Q2 2026, its #56 holding.
  • JVL Associates first reported a position in UnitedHealth in Q4 2023 and has held it in 7 quarters since.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.