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Nabity-Jensen Investment Management’s UnitedHealth UNH Stock Holding History

Nabity-Jensen Investment 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
Q2 		$728K Sell
1,752
-10
-0.6% -$3.71K 0.45% 39
2026
Q1 		$477K Sell
1,762
-337
-16% -$100K 0.33% 47
2025
Q4 		$693K Buy
2,099
+14
+0.7% +$4.74K 0.47% 38
2025
Q3 		$720K Sell
2,085
-363
-15% -$110K 0.5% 37
2025
Q2 		$764K Sell
2,448
-312
-11% -$119K 0.56% 35
2025
Q1 		$1.45M Buy
2,760
+24
+0.9% +$12.3K 1.15% 22
2024
Q4 		$1.38M Buy
2,736
+50
+2% +$28.4K 1.05% 24
2024
Q3 		$1.57M Buy
2,686
+123
+5% +$69.6K 1.2% 19
2024
Q2 		$1.31M Buy
2,563
+8
+0.3% +$3.92K 1.07% 22
2024
Q1 		$1.26M Buy
2,555
+48
+2% +$24.4K 1.04% 23
2023
Q4 		$1.32M Buy
+2,507
New +$1.34M 1.19% 18

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 $3.38T AUM 44.17% 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

Nabity-Jensen Investment Management's UNH Position: Q2 2026 in Review

Nabity-Jensen Investment Management reduced its UnitedHealth (UNH) stake by 0.57% in Q2 2026, selling an estimated $3.71K and leaving 1,752 shares worth $728K. The position accounts for 0.45% of the portfolio, ranked #39.

Nabity-Jensen Investment Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q3 2024. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Nabity-Jensen Investment Management held 1,752 shares of UnitedHealth worth $728K as of Q2 2026.
  • Nabity-Jensen Investment Management sold 10 UnitedHealth shares in Q2 2026, an estimated $3.71K.
  • UnitedHealth made up 0.45% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #39 holding.
  • Nabity-Jensen Investment Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Nabity-Jensen Investment Management's UnitedHealth position peaked at $1.57M in Q3 2024.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.