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
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 $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

Journey Advisory Group's UNH Position: Q1 2026 in Review

Journey Advisory Group sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,135 shares — an estimated $375K sold.

Journey Advisory Group first reported a position in UNH in Q4 2020 and held it in 19 quarters. The position peaked at $4.73M in Q4 2023. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Journey Advisory Group reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Journey Advisory Group sold 1,135 UnitedHealth shares in Q1 2026, an estimated $375K.
  • Journey Advisory Group first reported a position in UnitedHealth in Q4 2020 and held it in 19 quarters.
  • Journey Advisory Group's UnitedHealth position peaked at $4.73M in Q4 2023.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.