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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
Q2 		$613K Buy
1,476
+81
+6% +$30K 0.09% 174
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Laurel Oak Wealth Management's UNH Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its UnitedHealth (UNH) stake by 5.8% in Q2 2026, buying an estimated $30K and bringing the position to 1,476 shares worth $613K. The position accounts for 0.09% of the portfolio, ranked #174.

Laurel Oak Wealth Management first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Laurel Oak Wealth Management held 1,476 shares of UnitedHealth worth $613K as of Q2 2026.
  • Laurel Oak Wealth Management bought 81 UnitedHealth shares in Q2 2026, an estimated $30K.
  • UnitedHealth made up 0.09% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Laurel Oak Wealth Management first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.