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Laurel Oak Wealth Management’s UnitedHealth UNH Stock Holding History

Laurel Oak Wealth Management’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 		$377K Sell
1,395
-77
-5% -$22.9K 0.06% 228
2025
Q4 		$486K Buy
+1,472
New +$499K 0.08% 189

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Laurel Oak Wealth Management's UNH Position: Q1 2026 in Review

Laurel Oak Wealth Management reduced its UnitedHealth (UNH) stake by 5.2% in Q1 2026, selling an estimated $22.9K and leaving 1,395 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #228.

Laurel Oak Wealth Management first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. The position peaked at $486K in Q4 2025. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Laurel Oak Wealth Management held 1,395 shares of UnitedHealth worth $377K as of Q1 2026.
  • Laurel Oak Wealth Management sold 77 UnitedHealth shares in Q1 2026, an estimated $22.9K.
  • UnitedHealth made up 0.06% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #228 holding.
  • Laurel Oak Wealth Management first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • Laurel Oak Wealth Management's UnitedHealth position peaked at $486K in Q4 2025.
  • 3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.