CJ
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Caitlin John’s UnitedHealth UNH Stock Holding History

Caitlin John’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 		$431K Sell
1,038
-33
-3% -$12.2K 0.24% 109
2026
Q1 		$290K Buy
1,071
+7
+0.7% +$2.08K 0.17% 115
2025
Q4 		$351K Buy
1,064
+40
+4% +$13.6K 0.23% 105
2025
Q3 		$353K Sell
1,024
-209
-17% -$63.2K 0.25% 93
2025
Q2 		$385K Buy
1,233
+371
+43% +$142K 0.35% 67
2025
Q1 		$451K Buy
862
+111
+15% +$56.7K 0.44% 65
2024
Q4 		$380K Buy
751
+113
+18% +$64.2K 0.25% 87
2024
Q3 		$387K Sell
638
-902
-59% -$510K 0.24% 100
2024
Q2 		$784K Buy
1,540
+806
+110% +$395K 0.56% 54
2024
Q1 		$363K Buy
734
+1
+0.1% +$508 0.27% 83
2023
Q4 		$386K Buy
+733
New +$391K 0.32% 75

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

Caitlin John's UNH Position: Q2 2026 in Review

Caitlin John reduced its UnitedHealth (UNH) stake by 3.1% in Q2 2026, selling an estimated $12.2K and leaving 1,038 shares worth $431K. The position accounts for 0.24% of the portfolio, ranked #109.

Caitlin John first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $784K in Q2 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Caitlin John held 1,038 shares of UnitedHealth worth $431K as of Q2 2026.
  • Caitlin John sold 33 UnitedHealth shares in Q2 2026, an estimated $12.2K.
  • UnitedHealth made up 0.24% of Caitlin John's portfolio in Q2 2026, its #109 holding.
  • Caitlin John first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Caitlin John's UnitedHealth position peaked at $784K in Q2 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.