Ross\Johnson & Associates’s UnitedHealth UNH Stock Holding History

Ross\Johnson & Associates’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	$84K	Hold	202	–	–	1.31%	16
2026 Q1	$54.7K	Sell	202 -2	-1%	-$596	0.99%	17
2025 Q4	$67.3K	Buy	204 +1	+0.5%	+$339	1.25%	15
2025 Q3	$70.1K	Buy	203 +190	+1,462%	+$57.5K	1.32%	13
2025 Q2	$4.06K	Sell	13 -17	-57%	-$6.5K	0.08%	48
2025 Q1	$15.7K	Buy	30 +18	+150%	+$9.2K	0.27%	42
2024 Q4	$6.07K	Buy	+12	New	+$6.82K	0.14%	39

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ross\Johnson & Associates's UNH Position: Q2 2026 in Review

Ross\Johnson & Associates held its UnitedHealth (UNH) position steady in Q2 2026 at 202 shares worth $84K. The position accounts for 1.31% of the portfolio, ranked #16.

Ross\Johnson & Associates first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Ross\Johnson & Associates held 202 shares of UnitedHealth worth $84K as of Q2 2026.
Ross\Johnson & Associates left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 1.31% of Ross\Johnson & Associates's portfolio in Q2 2026, its #16 holding.
Ross\Johnson & Associates first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.