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Journey Retirement Planning & Investment Management’s UnitedHealth UNH Stock Holding History

Journey Retirement Planning & Investment 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
Q1 		– Sell
-836
Closed -$276K – 238
2025
Q4 		$276K Buy
+836
New +$283K 0.06% 208

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 Retirement Planning & Investment Management's UNH Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 836 shares — an estimated $276K sold.

Journey Retirement Planning & Investment Management first reported a position in UNH in Q4 2025 and held it in 1 quarter. The position peaked at $276K in Q4 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 836 UnitedHealth shares in Q1 2026, an estimated $276K.
  • Journey Retirement Planning & Investment Management first reported a position in UnitedHealth in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's UnitedHealth position peaked at $276K in Q4 2025.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.