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Five Oceans Advisors’s UnitedHealth UNH Stock Holding History

Five Oceans Advisors’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 		$469K Buy
1,128
+120
+12% +$44.5K 0.15% 86
2026
Q1 		$273K Buy
1,008
+7
+0.7% +$2.08K 0.1% 134
2025
Q4 		$330K Sell
1,001
-3
-0.3% -$1.02K 0.12% 105
2025
Q3 		$347K Sell
1,004
-316
-24% -$95.6K 0.13% 99
2025
Q2 		$412K Sell
1,320
-172
-12% -$65.7K 0.18% 77
2025
Q1 		$781K Buy
1,492
+3
+0.2% +$1.53K 0.37% 44
2024
Q4 		$753K Sell
1,489
-276
-16% -$157K 0.35% 45
2024
Q3 		$1.03M Buy
1,765
+54
+3% +$30.5K 0.49% 34
2024
Q2 		$871K Sell
1,711
-453
-21% -$222K 0.46% 39
2024
Q1 		$1.07M Sell
2,164
-16
-0.7% -$8.13K 0.55% 36
2023
Q4 		$1.15M Buy
2,180
+16
+0.7% +$8.53K 0.64% 35
2023
Q3 		$1.09M Buy
2,164
+18
+0.8% +$8.86K 0.7% 29
2023
Q2 		$1.03M Buy
2,146
+130
+6% +$63.6K 0.66% 33
2023
Q1 		$953K Sell
2,016
-636
-24% -$307K 0.62% 33
2022
Q4 		$1.41M Buy
2,652
+17
+0.6% +$9.01K 0.97% 18
2022
Q3 		$1.33M Buy
2,635
+457
+21% +$240K 1.05% 20
2022
Q2 		$1.12M Buy
2,178
+555
+34% +$279K 0.83% 27
2022
Q1 		$828K Buy
1,623
+33
+2% +$15.9K 0.74% 29
2021
Q4 		$798K Buy
1,590
+18
+1% +$8.15K 0.7% 29
2021
Q3 		$614K Buy
+1,572
New +$651K 0.71% 31

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Five Oceans Advisors's UNH Position: Q2 2026 in Review

Five Oceans Advisors increased its UnitedHealth (UNH) stake by 12% in Q2 2026, buying an estimated $44.5K and bringing the position to 1,128 shares worth $469K. The position accounts for 0.15% of the portfolio, ranked #86.

Five Oceans Advisors first reported a position in UNH in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.41M in Q4 2022. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Five Oceans Advisors held 1,128 shares of UnitedHealth worth $469K as of Q2 2026.
  • Five Oceans Advisors bought 120 UnitedHealth shares in Q2 2026, an estimated $44.5K.
  • UnitedHealth made up 0.15% of Five Oceans Advisors's portfolio in Q2 2026, its #86 holding.
  • Five Oceans Advisors first reported a position in UnitedHealth in Q3 2021 and has held it in 20 quarters since.
  • Five Oceans Advisors's UnitedHealth position peaked at $1.41M in Q4 2022.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.