Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$630,095
+$267,234 QoQ
Shares Held
1,516
+13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#2,150
of 3,349 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Jacobsen Capital Management holds $854,182 across 2 Healthcare Plans names. UNH ranks #1 (73.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,516 | $630,095 | |
| 2 | CNC |
Centene Corp
|
3,491 | $224,087 |
All Filings in UNH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,095 | 1,516 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $362,861 | 1,341 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $516,292 | 1,564 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $416,086 | 1,205 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $212,763 | 682 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $754,200 | 1,440 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $777,506 | 1,537 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $881,112 | 1,507 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $794,954 | 1,561 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $788,057 | 1,593 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $848,669 | 1,612 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $799,645 | 1,586 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $728,650 | 1,516 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $707,467 | 1,497 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||