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 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 $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

Ross\Johnson & Associates's UNH Position: Q1 2026 in Review

Ross\Johnson & Associates reduced its UnitedHealth (UNH) stake by 0.98% in Q1 2026, selling an estimated $596 and leaving 202 shares worth $54.7K. The position accounts for 0.99% of the portfolio, ranked #17.

Ross\Johnson & Associates first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $70.1K in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Ross\Johnson & Associates held 202 shares of UnitedHealth worth $54.7K as of Q1 2026.
Ross\Johnson & Associates sold 2 UnitedHealth shares in Q1 2026, an estimated $596.
UnitedHealth made up 0.99% of Ross\Johnson & Associates's portfolio in Q1 2026, its #17 holding.
Ross\Johnson & Associates first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Ross\Johnson & Associates's UnitedHealth position peaked at $70.1K in Q3 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.