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Johnson Investment Counsel’s UnitedHealth UNH Stock Holding History

Johnson Investment Counsel’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 		$8.18M Sell
19,673
-7,996
-29% -$2.96M 0.06% 164
2026
Q1 		$7.49M Sell
27,669
-4,497
-14% -$1.34M 0.06% 153
2025
Q4 		$10.6M Sell
32,166
-13,044
-29% -$4.42M 0.09% 129
2025
Q3 		$15.6M Sell
45,210
-20,892
-32% -$6.32M 0.13% 109
2025
Q2 		$20.6M Sell
66,102
-159,982
-71% -$61.1M 0.18% 96
2025
Q1 		$118M Sell
226,084
-29,522
-12% -$15.1M 1.14% 24
2024
Q4 		$129M Sell
255,606
-6,453
-2% -$3.67M 1.26% 15
2024
Q3 		$153M Sell
262,059
-5,974
-2% -$3.38M 1.51% 10
2024
Q2 		$136M Buy
268,033
+1,363
+0.5% +$668K 1.44% 11
2024
Q1 		$132M Buy
266,670
+5,736
+2% +$2.92M 1.43% 11
2023
Q4 		$137M Buy
260,934
+3,602
+1% +$1.92M 1.61% 9
2023
Q3 		$130M Buy
257,332
+5,470
+2% +$2.69M 1.67% 10
2023
Q2 		$121M Buy
251,862
+16,014
+7% +$7.83M 1.5% 11
2023
Q1 		$111M Buy
235,848
+33,191
+16% +$16M 1.48% 11
2022
Q4 		$107M Sell
202,657
-962
-0.5% -$510K 1.47% 10
2022
Q3 		$103M Sell
203,619
-4,505
-2% -$2.37M 1.52% 10
2022
Q2 		$107M Sell
208,124
-8,528
-4% -$4.28M 1.52% 10
2022
Q1 		$110M Sell
216,652
-20,435
-9% -$9.86M 1.37% 13
2021
Q4 		$119M Buy
237,087
+14,831
+7% +$6.71M 1.46% 14
2021
Q3 		$86.8M Buy
222,256
+60,042
+37% +$24.9M 1.16% 22
2021
Q2 		$65M Buy
162,214
+142,292
+714% +$56.7M 0.9% 41
2021
Q1 		$7.41M Buy
19,922
+3,290
+20% +$1.14M 0.11% 114
2020
Q4 		$5.83M Buy
16,632
+1,034
+7% +$347K 0.1% 117
2020
Q3 		$4.86M Sell
15,598
-8
-0.1% -$2.46K 0.09% 120
2020
Q2 		$4.6M Sell
15,606
-11,267
-42% -$3.23M 0.09% 118
2020
Q1 		$6.7M Sell
26,873
-646
-2% -$178K 0.15% 98
2019
Q4 		$8.09M Sell
27,519
-276
-1% -$72.2K 0.15% 102
2019
Q3 		$6.04M Sell
27,795
-124
-0.4% -$29.9K 0.12% 117
2019
Q2 		$6.81M Sell
27,919
-1,935
-6% -$465K 0.14% 111
2019
Q1 		$7.38M Buy
29,854
+3,599
+14% +$918K 0.16% 99
2018
Q4 		$6.54M Buy
26,255
+15,027
+134% +$3.97M 0.16% 100
2018
Q3 		$2.99M Buy
11,228
+1,233
+12% +$321K 0.07% 170
2018
Q2 		$2.45M Buy
9,995
+152
+2% +$36.5K 0.06% 171
2018
Q1 		$2.11M Buy
9,843
+157
+2% +$35.9K 0.05% 177
2017
Q4 		$2.13M Sell
9,686
-110
-1% -$23.3K 0.05% 175
2017
Q3 		$1.92M Sell
9,796
-641
-6% -$124K 0.05% 182
2017
Q2 		$1.94M Buy
10,437
+428
+4% +$75.1K 0.05% 170
2017
Q1 		$1.64M Sell
10,009
-325
-3% -$53.2K 0.05% 180
2016
Q4 		$1.65M Sell
10,334
-42
-0.4% -$6.27K 0.05% 169
2016
Q3 		$1.45M Buy
10,376
+960
+10% +$134K 0.05% 181
2016
Q2 		$1.33M Sell
9,416
-400
-4% -$53.3K 0.04% 192
2016
Q1 		$1.26M Buy
9,816
+913
+10% +$108K 0.04% 187
2015
Q4 		$1.05M Sell
8,903
-600
-6% -$70.1K 0.04% 215
2015
Q3 		$1.1M Buy
9,503
+2,954
+45% +$354K 0.04% 202
2015
Q2 		$799K Buy
6,549
+643
+11% +$76.1K 0.03% 242
2015
Q1 		$698K Buy
5,906
+32
+0.5% +$3.55K 0.02% 266
2014
Q4 		$593K Buy
5,874
+761
+15% +$72.1K 0.02% 285
2014
Q3 		$440K Sell
5,113
-165
-3% -$13.9K 0.01% 346
2014
Q2 		$431K Buy
5,278
+826
+19% +$65K 0.02% 324
2014
Q1 		$365K Buy
4,452
+390
+10% +$29.4K 0.01% 350
2013
Q4 		$305K Sell
4,062
-300
-7% -$21.6K 0.01% 415
2013
Q3 		$312K Sell
4,362
-388
-8% -$27.8K 0.01% 377
2013
Q2 		$311K Buy
+4,750
New +$296K 0.01% 367

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Johnson Investment Counsel's UNH Position: Q2 2026 in Review

Johnson Investment Counsel reduced its UnitedHealth (UNH) stake by 29% in Q2 2026, selling an estimated $2.96M and leaving 19,673 shares worth $8.18M. The position accounts for 0.06% of the portfolio, ranked #164.

Johnson Investment Counsel first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $153M in Q3 2024. 1,679 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Johnson Investment Counsel held 19,673 shares of UnitedHealth worth $8.18M as of Q2 2026.
  • Johnson Investment Counsel sold 7,996 UnitedHealth shares in Q2 2026, an estimated $2.96M.
  • UnitedHealth made up 0.06% of Johnson Investment Counsel's portfolio in Q2 2026, its #164 holding.
  • Johnson Investment Counsel first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Johnson Investment Counsel's UnitedHealth position peaked at $153M in Q3 2024.
  • 1,679 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.