JAG
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Journey Advisory Group’s UnitedHealth UNH Stock Holding History

Journey Advisory Group’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 		$960K Buy
+2,310
New +$856K 0.07% 162
2026
Q1 		– Sell
-1,135
Closed -$375K – 268
2025
Q4 		$375K Buy
+1,135
New +$385K 0.03% 216
2025
Q2 		– Sell
-824
Closed -$431K – 294
2025
Q1 		$431K Sell
824
-8,310
-91% -$4.25M 0.04% 205
2024
Q4 		$4.65M Hold
9,134
– – 0.56% 54
2024
Q3 		$4.65M Hold
9,134
– – 0.56% 54
2024
Q2 		$4.65M Sell
9,134
-60
-0.7% -$29.4K 0.56% 54
2024
Q1 		$4.55M Buy
9,194
+212
+2% +$108K 0.56% 50
2023
Q4 		$4.73M Buy
8,982
+28
+0.3% +$14.9K 0.64% 43
2023
Q3 		$4.51M Buy
8,954
+269
+3% +$132K 0.67% 44
2023
Q2 		$4.17M Buy
8,685
+561
+7% +$274K 0.62% 50
2023
Q1 		$3.84M Buy
8,124
+1,647
+25% +$795K 0.6% 48
2022
Q4 		$3.43M Buy
6,477
+206
+3% +$109K 0.85% 32
2022
Q3 		$3.17M Buy
6,271
+1,140
+22% +$599K 0.81% 28
2022
Q2 		$2.75M Buy
5,131
+912
+22% +$458K 0.63% 41
2022
Q1 		$2.15M Buy
4,219
+533
+14% +$257K 0.54% 49
2021
Q4 		$1.85M Buy
3,686
+381
+12% +$172K 0.51% 50
2021
Q3 		$1.29M Buy
3,305
+1,000
+43% +$414K 0.42% 59
2021
Q2 		$923K Buy
2,305
+383
+20% +$153K 0.29% 75
2021
Q1 		$715K Buy
1,922
+292
+18% +$101K 0.25% 90
2020
Q4 		$572K Buy
+1,630
New +$546K 0.21% 93

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

Journey Advisory Group's UNH Position: Q2 2026 in Review

Journey Advisory Group opened a new position in UnitedHealth (UNH) in Q2 2026: 2,310 shares worth $960K. The stake represents 0.07% of the portfolio and ranks #162 among its holdings. This is a return to the name: Journey Advisory Group previously reported a position in UNH as recently as Q4 2025.

Journey Advisory Group first reported a position in UNH in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.73M in Q4 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Journey Advisory Group held 2,310 shares of UnitedHealth worth $960K as of Q2 2026.
  • UnitedHealth was a new Journey Advisory Group position in Q2 2026.
  • UnitedHealth made up 0.07% of Journey Advisory Group's portfolio in Q2 2026, its #162 holding.
  • Journey Advisory Group first reported a position in UnitedHealth in Q4 2020 and has held it in 20 quarters since.
  • Journey Advisory Group's UnitedHealth position peaked at $4.73M in Q4 2023.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.