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Heritage Oak Wealth Advisors’s UnitedHealth UNH Stock Holding History

Heritage Oak Wealth 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
2025
Q2 		– Sell
-533
Closed -$279K – 80
2025
Q1 		$279K Sell
533
-275
-34% -$141K 0.12% 58
2024
Q4 		$409K Sell
808
-259
-24% -$147K 0.19% 47
2024
Q3 		$624K Sell
1,067
-432
-29% -$244K 0.29% 56
2024
Q2 		$763K Buy
+1,499
New +$735K 0.39% 36

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Heritage Oak Wealth Advisors's UNH Position: Q2 2025 in Review

Heritage Oak Wealth Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 533 shares — an estimated $279K sold.

Heritage Oak Wealth Advisors first reported a position in UNH in Q2 2024 and held it in 4 quarters. The position peaked at $763K in Q2 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Heritage Oak Wealth Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 533 UnitedHealth shares in Q2 2025, an estimated $279K.
  • Heritage Oak Wealth Advisors first reported a position in UnitedHealth in Q2 2024 and held it in 4 quarters.
  • Heritage Oak Wealth Advisors's UnitedHealth position peaked at $763K in Q2 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.