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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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