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St. Johns Investment Management’s UnitedHealth UNH Stock Holding History

St. Johns 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
Q2 		$1.39M Buy
3,335
+134
+4% +$49.7K 0.52% 48
2026
Q1 		$866K Buy
3,201
+241
+8% +$71.8K 0.36% 69
2025
Q4 		$977K Sell
2,960
-576
-16% -$195K 0.41% 55
2025
Q3 		$1.22M Sell
3,536
-56
-2% -$16.9K 0.52% 46
2025
Q2 		$1.12M Buy
3,592
+991
+38% +$379K 0.51% 46
2025
Q1 		$1.36M Buy
2,601
+60
+2% +$30.7K 0.67% 42
2024
Q4 		$1.29M Sell
2,541
-105
-4% -$59.7K 0.6% 42
2024
Q3 		$1.55M Sell
2,646
-413
-14% -$234K 0.73% 39
2024
Q2 		$1.56M Sell
3,059
-91
-3% -$44.6K 0.74% 37
2024
Q1 		$1.56M Buy
3,150
+626
+25% +$318K 0.75% 36
2023
Q4 		$1.33M Sell
2,524
-207
-8% -$110K 0.68% 40
2023
Q3 		$1.38M Buy
2,731
+32
+1% +$15.7K 0.79% 38
2023
Q2 		$1.3M Buy
2,699
+138
+5% +$67.5K 0.7% 43
2023
Q1 		$1.21M Buy
2,561
+32
+1% +$15.4K 0.7% 44
2022
Q4 		$1.34M Buy
2,529
+11
+0.4% +$5.83K 0.8% 40
2022
Q3 		$1.27M Buy
2,518
+8
+0.3% +$4.21K 0.84% 35
2022
Q2 		$1.29M Sell
2,510
-37
-1% -$18.6K 0.82% 36
2022
Q1 		$1.3M Sell
2,547
-210
-8% -$101K 0.69% 45
2021
Q4 		$1.38M Sell
2,757
-90
-3% -$40.7K 0.7% 42
2021
Q3 		$1.11M Sell
2,847
-41
-1% -$17K 0.61% 52
2021
Q2 		$1.16M Sell
2,888
-193
-6% -$77K 0.63% 51
2021
Q1 		$1.15M Buy
3,081
+232
+8% +$80.4K 0.66% 50
2020
Q4 		$999K Sell
2,849
-102
-3% -$34.2K 0.62% 50
2020
Q3 		$920K Buy
2,951
+234
+9% +$71.9K 0.62% 52
2020
Q2 		$801K Buy
2,717
+332
+14% +$95.1K 0.59% 51
2020
Q1 		$595K Buy
2,385
+284
+14% +$78.2K 0.53% 52
2019
Q4 		$618K Buy
2,101
+46
+2% +$12K 0.43% 63
2019
Q3 		$447K Buy
2,055
+308
+18% +$74.3K 0.33% 70
2019
Q2 		$426K Buy
1,747
+470
+37% +$113K 0.32% 72
2019
Q1 		$316K Buy
+1,277
New +$326K 0.24% 74

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

St. Johns Investment Management's UNH Position: Q2 2026 in Review

St. Johns Investment Management increased its UnitedHealth (UNH) stake by 4.2% in Q2 2026, buying an estimated $49.7K and bringing the position to 3,335 shares worth $1.39M. The position accounts for 0.52% of the portfolio, ranked #48.

St. Johns Investment Management first reported a position in UNH in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.56M in Q1 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • St. Johns Investment Management held 3,335 shares of UnitedHealth worth $1.39M as of Q2 2026.
  • St. Johns Investment Management bought 134 UnitedHealth shares in Q2 2026, an estimated $49.7K.
  • UnitedHealth made up 0.52% of St. Johns Investment Management's portfolio in Q2 2026, its #48 holding.
  • St. Johns Investment Management first reported a position in UnitedHealth in Q1 2019 and has held it in 30 quarters since.
  • St. Johns Investment Management's UnitedHealth position peaked at $1.56M in Q1 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on St. Johns Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.