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MJP Associates’s UnitedHealth UNH Stock Holding History

MJP 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
Q1 		$1.02M Buy
3,762
+1,034
+38% +$308K 0.12% 69
2025
Q4 		$901K Buy
2,728
+520
+24% +$176K 0.11% 74
2025
Q3 		$762K Buy
2,208
+515
+30% +$156K 0.1% 85
2025
Q2 		$528K Sell
1,693
-99
-6% -$37.8K 0.08% 120
2025
Q1 		$938K Sell
1,792
-532
-23% -$272K 0.17% 64
2024
Q4 		$1.18M Sell
2,324
-179
-7% -$102K 0.21% 50
2024
Q3 		$1.46M Sell
2,503
-81
-3% -$45.8K 0.28% 44
2024
Q2 		$1.32M Buy
2,584
+93
+4% +$45.6K 0.27% 40
2024
Q1 		$1.23M Buy
2,491
+536
+27% +$272K 0.27% 42
2023
Q4 		$1.03M Sell
1,955
-1,292
-40% -$689K 0.27% 39
2023
Q3 		$1.64M Buy
3,247
+267
+9% +$131K 0.48% 24
2023
Q2 		$1.43M Buy
2,980
+258
+9% +$126K 0.47% 25
2023
Q1 		$1.29M Buy
2,722
+79
+3% +$38.1K 0.39% 31
2022
Q4 		$1.4M Buy
2,643
+17
+0.6% +$9.01K 0.41% 31
2022
Q3 		$1.33M Buy
2,626
+47
+2% +$24.7K 0.4% 26
2022
Q2 		$1.32M Sell
2,579
-61
-2% -$30.6K 0.37% 28
2022
Q1 		$1.35M Sell
2,640
-171
-6% -$82.5K 0.34% 34
2021
Q4 		$1.41M Sell
2,811
-379
-12% -$172K 0.42% 31
2021
Q3 		$1.25M Buy
3,190
+112
+4% +$46.4K 0.42% 32
2021
Q2 		$1.23M Buy
3,078
+25
+0.8% +$9.97K 0.41% 34
2021
Q1 		$1.14M Buy
3,053
+251
+9% +$87K 0.46% 34
2020
Q4 		$982K Buy
+2,802
New +$939K 0.41% 39

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MJP Associates's UNH Position: Q1 2026 in Review

MJP Associates increased its UnitedHealth (UNH) stake by 38% in Q1 2026, buying an estimated $308K and bringing the position to 3,762 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #69.

MJP Associates first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.64M in Q3 2023. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • MJP Associates held 3,762 shares of UnitedHealth worth $1.02M as of Q1 2026.
  • MJP Associates bought 1,034 UnitedHealth shares in Q1 2026, an estimated $308K.
  • UnitedHealth made up 0.12% of MJP Associates's portfolio in Q1 2026, its #69 holding.
  • MJP Associates first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • MJP Associates's UnitedHealth position peaked at $1.64M in Q3 2023.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.