SEC 13F Intelligence

Jessup Wealth Management, Inc / UNH

Jessup Wealth Management, Inc’s Unitedhealth Group Inc Position

Does Jessup Wealth Management, Inc own Unitedhealth Group Inc (UNH)? Yes27.8K shares worth $8M (+2.74% of its 13F portfolio) as of Q1 2026, up from 26.8K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
27.8K
% of Portfolio
+2.74%
Quarters Held
14
currently held

Position History UNH

Reported value by quarter
Q4 ’22: $9MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $7MQ4 ’24: $597,033Q4 ’24Q1 ’25: $3MQ2 ’25: $2MQ2 ’25Q3 ’25: $474,746Q4 ’25: $9MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.8K$8M+2.74%
Q4 202526.8K$9M+2.92%
Q3 20251.4K$474,746+0.18%
Q2 20256.4K$2M+0.81%
Q1 20256.3K$3M+1.40%
Q4 20241.2K$597,033+0.25%
Q3 202411.9K$7M+3.19%
Q2 20246.6K$3M+1.43%
Q1 20246.4K$3M+1.35%
Q4 20236.6K$3M+1.74%
Q3 20236.6K$3M+1.92%
Q2 20236.3K$3M+1.63%
Q1 20236.8K$3M+1.91%
Q4 202217.0K$9M+5.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jessup Wealth Management, Inc’s full portfolio or all institutional holders of UNH.