Journey Strategic Wealth’s UnitedHealth UNH Stock Holding History

Journey Strategic Wealth’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	$1.47M	Sell	5,450 -1,484	-21%	-$442K	0.04%	136
2025 Q4	$2.29M	Buy	6,934 +1,298	+23%	+$440K	0.06%	91
2025 Q3	$1.95M	Sell	5,636 -2,005	-26%	-$606K	0.05%	95
2025 Q2	$2.38M	Buy	7,641 +1,615	+27%	+$617K	0.08%	76
2025 Q1	$3.16M	Buy	6,026 +867	+17%	+$443K	0.11%	56
2024 Q4	$2.61M	Sell	5,159 -69	-1%	-$39.2K	0.1%	56
2024 Q3	$3.06M	Buy	5,228 +1,142	+28%	+$646K	0.11%	48
2024 Q2	$2.08M	Buy	4,086 +1,044	+34%	+$512K	0.09%	46
2024 Q1	$1.5M	Buy	3,042 +413	+16%	+$210K	0.07%	53
2023 Q4	$1.38M	Buy	2,629 +50	+2%	+$26.7K	0.07%	50
2023 Q3	$1.3M	Sell	2,579 -570	-18%	-$281K	0.06%	48
2023 Q2	$1.51M	Sell	3,149 -23	-0.7%	-$11.2K	0.07%	42
2023 Q1	$1.5M	Sell	3,172 -218	-6%	-$105K	0.16%	42
2022 Q4	$1.8M	Buy	3,390 +902	+36%	+$478K	0.21%	33
2022 Q3	$1.26M	Buy	2,488 +526	+27%	+$277K	0.17%	35
2022 Q2	$1.01M	Sell	1,962 -380	-16%	-$191K	0.13%	39
2022 Q1	$1.2M	Buy	2,342 +130	+6%	+$62.7K	0.13%	23
2021 Q4	$1.11M	Buy	+2,212	New	+$1M	0.12%	40

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Journey Strategic Wealth's UNH Position: Q1 2026 in Review

Journey Strategic Wealth reduced its UnitedHealth (UNH) stake by 21% in Q1 2026, selling an estimated $442K and leaving 5,450 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #136.

Journey Strategic Wealth first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.16M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Journey Strategic Wealth held 5,450 shares of UnitedHealth worth $1.47M as of Q1 2026.
Journey Strategic Wealth sold 1,484 UnitedHealth shares in Q1 2026, an estimated $442K.
UnitedHealth made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #136 holding.
Journey Strategic Wealth first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Journey Strategic Wealth's UnitedHealth position peaked at $3.16M in Q1 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.