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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
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 $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

St. Johns Investment Management's UNH Position: Q1 2026 in Review

St. Johns Investment Management increased its UnitedHealth (UNH) stake by 8.1% in Q1 2026, buying an estimated $71.8K and bringing the position to 3,201 shares worth $866K. The position accounts for 0.36% of the portfolio, ranked #69.

St. Johns Investment Management first reported a position in UNH in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.56M in Q1 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • St. Johns Investment Management held 3,201 shares of UnitedHealth worth $866K as of Q1 2026.
  • St. Johns Investment Management bought 241 UnitedHealth shares in Q1 2026, an estimated $71.8K.
  • UnitedHealth made up 0.36% of St. Johns Investment Management's portfolio in Q1 2026, its #69 holding.
  • St. Johns Investment Management first reported a position in UnitedHealth in Q1 2019 and has held it in 29 quarters since.
  • St. Johns Investment Management's UnitedHealth position peaked at $1.56M in Q1 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on St. Johns Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.