Koss-Olinger Consulting’s UnitedHealth UNH Stock Holding History

Koss-Olinger Consulting’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	$373K	Sell	898 -98	-10%	-$36.3K	0.03%	111
2026 Q1	$270K	Sell	996 -36	-3%	-$10.7K	0.02%	223
2025 Q4	$341K	Buy	1,032 +52	+5%	+$17.6K	0.03%	205
2025 Q3	$306K	Hold	980	–	–	0.03%	265
2025 Q2	$306K	Sell	980 -15	-2%	-$5.73K	0.03%	268
2025 Q1	$521K	Buy	+995	New	+$509K	0.04%	191
2024 Q4	–	Sell	-1,044	Closed	-$610K	–	281
2024 Q3	$610K	Buy	+1,044	New	+$590K	0.05%	130
2024 Q2	–	Sell	-10,728	Closed	-$5.31M	–	291
2024 Q1	$5.31M	Buy	+10,728	New	+$5.45M	2.87%	19
2022 Q4	–	Sell	-442	Closed	-$223K	–	274
2022 Q3	$223K	Sell	442 -71	-14%	-$37.3K	0.04%	197
2022 Q2	$263K	Sell	513 -224	-30%	-$112K	0.05%	143
2022 Q1	$376K	Sell	737 -303	-29%	-$146K	0.06%	130
2021 Q4	$522K	Sell	1,040 -152	-13%	-$68.8K	0.08%	103
2021 Q3	$466K	Sell	1,192 -604	-34%	-$250K	0.08%	119
2021 Q2	$719K	Buy	1,796 +118	+7%	+$47.1K	0.11%	107
2021 Q1	$624K	Buy	+1,678	New	+$581K	0.11%	108

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Koss-Olinger Consulting's UNH Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its UnitedHealth (UNH) stake by 9.8% in Q2 2026, selling an estimated $36.3K and leaving 898 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #111.

Koss-Olinger Consulting first reported a position in UNH in Q1 2021 and has held it in 15 quarters since. The position peaked at $5.31M in Q1 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Koss-Olinger Consulting held 898 shares of UnitedHealth worth $373K as of Q2 2026.
Koss-Olinger Consulting sold 98 UnitedHealth shares in Q2 2026, an estimated $36.3K.
UnitedHealth made up 0.03% of Koss-Olinger Consulting's portfolio in Q2 2026, its #111 holding.
Koss-Olinger Consulting first reported a position in UnitedHealth in Q1 2021 and has held it in 15 quarters since.
Koss-Olinger Consulting's UnitedHealth position peaked at $5.31M in Q1 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.