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Johnson Financial Group Inc (Wisconsin)’s UnitedHealth UNH Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$4.07M Buy
15,029
+329
+2% +$98K 0.15% 79
2025
Q4 		$4.85M Buy
14,700
+2,108
+17% +$714K 0.18% 69
2025
Q3 		$4.35M Sell
12,592
-4,707
-27% -$1.42M 0.16% 75
2025
Q2 		$5.4M Sell
17,299
-1,438
-8% -$550K 0.24% 54
2025
Q1 		$9.81M Buy
18,737
+37
+0.2% +$18.9K 0.48% 34
2024
Q4 		$10.1M Sell
18,700
-761
-4% -$432K 0.48% 34
2024
Q3 		$11.4M Sell
19,461
-735
-4% -$416K 0.52% 31
2024
Q2 		$10.3M Buy
20,196
+11,373
+129% +$5.57M 0.5% 31
2024
Q1 		$4.36M Sell
8,823
-94
-1% -$47.8K 0.23% 47
2023
Q4 		$4.69M Sell
8,917
-952
-10% -$508K 0.26% 42
2023
Q3 		$4.98M Sell
9,869
-206
-2% -$101K 0.35% 30
2023
Q2 		$4.84M Buy
10,075
+2,266
+29% +$1.11M 0.33% 38
2023
Q1 		$3.69M Buy
7,809
+1,721
+28% +$831K 0.26% 45
2022
Q4 		$3.23M Sell
6,088
-36
-0.6% -$19.1K 0.26% 46
2022
Q3 		$3.33M Sell
6,124
-695
-10% -$365K 0.31% 43
2022
Q2 		$3.5M Sell
6,819
-958
-12% -$481K 0.25% 49
2022
Q1 		$3.97M Sell
7,777
-265
-3% -$128K 0.28% 41
2021
Q4 		$4.04M Sell
8,042
-613
-7% -$277K 0.26% 39
2021
Q3 		$3.38M Sell
8,655
-74
-0.8% -$30.6K 0.23% 46
2021
Q2 		$3.5M Sell
8,729
-18
-0.2% -$7.18K 0.23% 47
2021
Q1 		$3.25M Sell
8,747
-395
-4% -$137K 0.22% 50
2020
Q4 		$3.21M Buy
9,142
+1,145
+14% +$384K 0.27% 45
2020
Q3 		$2.49M Buy
7,997
+1,570
+24% +$482K 0.25% 52
2020
Q2 		$1.9M Buy
6,427
+192
+3% +$55K 0.2% 57
2020
Q1 		$1.55M Buy
6,235
+170
+3% +$46.8K 0.19% 66
2019
Q4 		$1.78M Sell
6,065
-13,613
-69% -$3.56M 0.16% 72
2019
Q3 		$4.28M Buy
19,678
+1,360
+7% +$328K 0.39% 46
2019
Q2 		$4.47M Buy
18,318
+1,057
+6% +$254K 0.4% 44
2019
Q1 		$4.27M Buy
17,261
+24
+0.1% +$6.12K 0.38% 44
2018
Q4 		$4.29M Sell
17,237
-1,509
-8% -$399K 0.44% 45
2018
Q3 		$4.99M Sell
18,746
-123
-0.7% -$32K 0.51% 33
2018
Q2 		$4.63M Sell
18,869
-1,136
-6% -$273K 0.51% 33
2018
Q1 		$4.28M Buy
20,005
+10
+0.1% +$2.28K 0.51% 35
2017
Q4 		$4.41M Buy
19,995
+553
+3% +$117K 0.54% 36
2017
Q3 		$3.81M Buy
19,442
+561
+3% +$108K 0.5% 37
2017
Q2 		$3.5M Sell
18,881
-11,628
-38% -$2.04M 0.5% 39
2017
Q1 		$5M Sell
30,509
-344
-1% -$56.3K 0.63% 37
2016
Q4 		$4.94M Buy
30,853
+726
+2% +$108K 0.68% 31
2016
Q3 		$4.22M Buy
30,127
+40
+0.1% +$5.6K 0.56% 38
2016
Q2 		$4.25M Buy
30,087
+6,715
+29% +$895K 0.59% 38
2016
Q1 		$3.01M Buy
23,372
+3,545
+18% +$419K 0.6% 39
2015
Q4 		$2.33M Buy
19,827
+697
+4% +$81.5K 0.48% 47
2015
Q3 		$2.22M Buy
19,130
+5,961
+45% +$713K 0.49% 48
2015
Q2 		$1.61M Buy
13,169
+410
+3% +$48.5K 0.33% 71
2015
Q1 		$1.51M Buy
12,759
+7,489
+142% +$832K 0.32% 72
2014
Q4 		$533K Buy
5,270
+618
+13% +$58.6K 0.12% 149
2014
Q3 		$401K Sell
4,652
-1,570
-25% -$133K 0.1% 164
2014
Q2 		$509K Buy
6,222
+25
+0.4% +$1.97K 0.13% 151
2014
Q1 		$508K Buy
6,197
+475
+8% +$35.8K 0.15% 131
2013
Q4 		$431K Buy
5,722
+515
+10% +$37K 0.12% 143
2013
Q3 		$373K Buy
5,207
+660
+15% +$47.2K 0.11% 157
2013
Q2 		$298K Buy
+4,547
New +$283K 0.08% 168

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

Johnson Financial Group Inc (Wisconsin)'s UNH Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its UnitedHealth (UNH) stake by 2.2% in Q1 2026, buying an estimated $98K and bringing the position to 15,029 shares worth $4.07M. The position accounts for 0.15% of the portfolio, ranked #79.

Johnson Financial Group Inc (Wisconsin) first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.4M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 15,029 shares of UnitedHealth worth $4.07M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 329 UnitedHealth shares in Q1 2026, an estimated $98K.
  • UnitedHealth made up 0.15% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #79 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s UnitedHealth position peaked at $11.4M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.