Johnson & White Wealth Management’s UnitedHealth UNH Stock Holding History

Johnson & White Wealth Management’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	$1.58M	Buy	3,794 +60	+2%	+$22.2K	0.59%	40
2026 Q1	$1.01M	Buy	3,734 +65	+2%	+$19.4K	0.43%	49
2025 Q4	$1.21M	Buy	3,669 +175	+5%	+$59.3K	0.53%	40
2025 Q3	$1.21M	Buy	3,494 +1,376	+65%	+$416K	0.55%	40
2025 Q2	$661K	Buy	2,118 +320	+18%	+$122K	0.33%	62
2025 Q1	$942K	Buy	1,798 +26	+1%	+$13.3K	0.53%	46
2024 Q4	$894K	Buy	1,772 +77	+5%	+$43.8K	0.54%	43
2024 Q3	$991K	Buy	1,695 +65	+4%	+$36.8K	0.85%	26
2024 Q2	$830K	Buy	1,630 +98	+6%	+$48K	0.79%	28
2024 Q1	$758K	Buy	1,532 +71	+5%	+$36.1K	0.55%	46
2023 Q4	$769K	Buy	1,461 +5	+0.3%	+$2.67K	0.64%	41
2023 Q3	$734K	Buy	1,456 +11	+0.8%	+$5.41K	0.66%	38
2023 Q2	$695K	Buy	1,445 +17	+1%	+$8.31K	0.95%	22
2023 Q1	$675K	Buy	+1,428	New	+$689K	0.6%	43
2022 Q4	–	Sell	-1,451	Closed	-$733K	–	123
2022 Q3	$733K	Buy	+1,451	New	+$763K	0.83%	30

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Johnson & White Wealth Management's UNH Position: Q2 2026 in Review

Johnson & White Wealth Management increased its UnitedHealth (UNH) stake by 1.6% in Q2 2026, buying an estimated $22.2K and bringing the position to 3,794 shares worth $1.58M. The position accounts for 0.59% of the portfolio, ranked #40.

Johnson & White Wealth Management first reported a position in UNH in Q3 2022 and has held it in 15 quarters since. 1,813 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Johnson & White Wealth Management held 3,794 shares of UnitedHealth worth $1.58M as of Q2 2026.
Johnson & White Wealth Management bought 60 UnitedHealth shares in Q2 2026, an estimated $22.2K.
UnitedHealth made up 0.59% of Johnson & White Wealth Management's portfolio in Q2 2026, its #40 holding.
Johnson & White Wealth Management first reported a position in UnitedHealth in Q3 2022 and has held it in 15 quarters since.
1,813 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.