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Williams Jones Wealth Management’s UnitedHealth UNH Stock Holding History

Williams Jones Wealth 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 		$5.66M Buy
13,606
+3,095
+29% +$1.15M 0.06% 134
2026
Q1 		$2.84M Sell
10,511
-334
-3% -$99.5K 0.03% 169
2025
Q4 		$3.58M Sell
10,845
-95
-0.9% -$32.2K 0.04% 151
2025
Q3 		$3.78M Sell
10,940
-527
-5% -$159K 0.04% 151
2025
Q2 		$3.58M Sell
11,467
-28,343
-71% -$10.8M 0.04% 155
2025
Q1 		$20.9M Sell
39,810
-13,894
-26% -$7.1M 0.27% 67
2024
Q4 		$27.2M Buy
53,704
+1,703
+3% +$968K 0.33% 57
2024
Q3 		$30.4M Sell
52,001
-665
-1% -$376K 0.36% 54
2024
Q2 		$26.8M Sell
52,666
-10,363
-16% -$5.08M 0.33% 57
2024
Q1 		$31.2M Sell
63,029
-5,736
-8% -$2.92M 0.4% 55
2023
Q4 		$36.2M Buy
68,765
+739
+1% +$394K 0.51% 42
2023
Q3 		$34.3M Sell
68,026
-1,589
-2% -$782K 0.53% 43
2023
Q2 		$33.5M Sell
69,615
-1,382
-2% -$676K 0.5% 45
2023
Q1 		$33.6M Buy
70,997
+1,968
+3% +$950K 0.53% 45
2022
Q4 		$36.6M Buy
69,029
+542
+0.8% +$287K 0.61% 38
2022
Q3 		$34.6M Sell
68,487
-2,338
-3% -$1.23M 0.6% 37
2022
Q2 		$36.4M Buy
70,825
+8,452
+14% +$4.24M 0.59% 38
2022
Q1 		$31.8M Buy
62,373
+1,103
+2% +$532K 0.44% 51
2021
Q4 		$30.8M Sell
61,270
-195
-0.3% -$88.3K 0.38% 56
2021
Q3 		$24M Buy
61,465
+717
+1% +$297K 0.34% 61
2021
Q2 		$24.3M Buy
60,748
+2,529
+4% +$1.01M 0.34% 60
2021
Q1 		$21.7M Buy
58,219
+23,333
+67% +$8.08M 0.34% 60
2020
Q4 		$12.2M Buy
34,886
+1,954
+6% +$655K 0.2% 80
2020
Q3 		$10.3M Buy
32,932
+5,136
+18% +$1.58M 0.19% 81
2020
Q2 		$8.2M Buy
27,796
+12,346
+80% +$3.54M 0.17% 87
2020
Q1 		$3.85M Sell
15,450
-1,513
-9% -$416K 0.1% 106
2019
Q4 		$4.99M Sell
16,963
-545
-3% -$143K 0.1% 118
2019
Q3 		$3.81M Buy
+17,508
New +$4.22M 0.08% 133

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

Williams Jones Wealth Management's UNH Position: Q2 2026 in Review

Williams Jones Wealth Management increased its UnitedHealth (UNH) stake by 29% in Q2 2026, buying an estimated $1.15M and bringing the position to 13,606 shares worth $5.66M. The position accounts for 0.06% of the portfolio, ranked #134.

Williams Jones Wealth Management first reported a position in UNH in Q3 2019 and has held it in 28 quarters since. The position peaked at $36.6M in Q4 2022. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Williams Jones Wealth Management held 13,606 shares of UnitedHealth worth $5.66M as of Q2 2026.
  • Williams Jones Wealth Management bought 3,095 UnitedHealth shares in Q2 2026, an estimated $1.15M.
  • UnitedHealth made up 0.06% of Williams Jones Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Williams Jones Wealth Management first reported a position in UnitedHealth in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's UnitedHealth position peaked at $36.6M in Q4 2022.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.