Willis Johnson & Associates’s UnitedHealth UNH Stock Holding History

Willis 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
2025 Q2	–	Sell	-656	Closed	-$344K	–	182
2025 Q1	$344K	Buy	656 +63	+11%	+$32.2K	0.03%	110
2024 Q4	$300K	Sell	593 -39	-6%	-$22.2K	0.02%	117
2024 Q3	$370K	Buy	632 +48	+8%	+$27.1K	0.03%	111
2024 Q2	$297K	Sell	584 -45	-7%	-$22.1K	0.02%	124
2024 Q1	$311K	Buy	629 +92	+17%	+$46.8K	0.03%	111
2023 Q4	$283K	Buy	537 +82	+18%	+$43.7K	0.03%	110
2023 Q3	$230K	Buy	+455	New	+$224K	0.02%	112
2022 Q3	–	Sell	-401	Closed	-$206K	–	107
2022 Q2	$206K	Buy	+401	New	+$201K	0.03%	94

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Willis Johnson & Associates's UNH Position: Q2 2025 in Review

Willis Johnson & Associates sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 656 shares — an estimated $344K sold.

Willis Johnson & Associates first reported a position in UNH in Q2 2022 and held it in 8 quarters. The position peaked at $370K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Willis Johnson & Associates reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Willis Johnson & Associates sold 656 UnitedHealth shares in Q2 2025, an estimated $344K.
Willis Johnson & Associates first reported a position in UnitedHealth in Q2 2022 and held it in 8 quarters.
Willis Johnson & Associates's UnitedHealth position peaked at $370K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Willis Johnson & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.