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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Caitlin John's UNH Position: Q1 2026 in Review

Caitlin John increased its UnitedHealth (UNH) stake by 0.66% in Q1 2026, buying an estimated $2.08K and bringing the position to 1,071 shares worth $290K. The position accounts for 0.17% of the portfolio, ranked #115.

Caitlin John first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $784K in Q2 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Caitlin John held 1,071 shares of UnitedHealth worth $290K as of Q1 2026.
  • Caitlin John bought 7 UnitedHealth shares in Q1 2026, an estimated $2.08K.
  • UnitedHealth made up 0.17% of Caitlin John's portfolio in Q1 2026, its #115 holding.
  • Caitlin John first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
  • Caitlin John's UnitedHealth position peaked at $784K in Q2 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.