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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
Q2 		$1.66M Buy
4,005
+243
+6% +$90.1K 0.18% 61
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MJP Associates's UNH Position: Q2 2026 in Review

MJP Associates increased its UnitedHealth (UNH) stake by 6.5% in Q2 2026, buying an estimated $90.1K and bringing the position to 4,005 shares worth $1.66M. The position accounts for 0.18% of the portfolio, ranked #61.

MJP Associates first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • MJP Associates held 4,005 shares of UnitedHealth worth $1.66M as of Q2 2026.
  • MJP Associates bought 243 UnitedHealth shares in Q2 2026, an estimated $90.1K.
  • UnitedHealth made up 0.18% of MJP Associates's portfolio in Q2 2026, its #61 holding.
  • MJP Associates first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.