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Live Oak Private Wealth’s UnitedHealth UNH Stock Holding History

Live Oak Private Wealth’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 		$11.8M Sell
28,355
-3,061
-10% -$1.13M 1.47% 18
2026
Q1 		$8.5M Buy
31,416
+20
+0.1% +$5.96K 1.19% 32
2025
Q4 		$10.4M Sell
31,396
-292
-0.9% -$99K 1.41% 24
2025
Q3 		$10.9M Sell
31,688
-3,374
-10% -$1.02M 1.52% 20
2025
Q2 		$10.9M Buy
35,062
+9,756
+39% +$3.73M 1.63% 17
2025
Q1 		$13.3M Buy
25,306
+515
+2% +$263K 2.15% 8
2024
Q4 		$12.5M Sell
24,791
-39
-0.2% -$22.2K 2.11% 9
2024
Q3 		$14.5M Sell
24,830
-274
-1% -$155K 2.36% 7
2024
Q2 		$12.8M Buy
25,104
+713
+3% +$349K 2.2% 8
2024
Q1 		$12.1M Buy
24,391
+1,301
+6% +$661K 2.09% 11
2023
Q4 		$12.2M Sell
23,090
-122
-0.5% -$65.1K 2.28% 8
2023
Q3 		$11.7M Buy
23,212
+179
+0.8% +$88.1K 2.49% 5
2023
Q2 		$11.1M Buy
23,033
+167
+0.7% +$81.7K 2.2% 6
2023
Q1 		$10.8M Buy
22,866
+859
+4% +$415K 2.23% 6
2022
Q4 		$11.7M Sell
22,007
-95
-0.4% -$50.3K 2.41% 6
2022
Q3 		$11.2M Buy
22,102
+194
+0.9% +$102K 2.51% 6
2022
Q2 		$11.3M Buy
21,908
+1,488
+7% +$747K 2.37% 7
2022
Q1 		$10.4M Buy
20,420
+144
+0.7% +$69.5K 2.02% 9
2021
Q4 		$10.2M Sell
20,276
-253
-1% -$115K 1.9% 11
2021
Q3 		$8.02M Buy
20,529
+2,243
+12% +$929K 1.63% 15
2021
Q2 		$7.32M Buy
18,286
+243
+1% +$96.9K 1.62% 17
2021
Q1 		$6.71M Buy
18,043
+464
+3% +$161K 1.65% 17
2020
Q4 		$6.17M Sell
17,579
-95
-0.5% -$31.8K 1.73% 18
2020
Q3 		$5.51M Sell
17,674
-2,019
-10% -$620K 1.89% 16
2020
Q2 		$5.81M Buy
19,693
+116
+0.6% +$33.2K 2.11% 8
2020
Q1 		$4.88M Buy
19,577
+2,529
+15% +$696K 5.01% 3
2019
Q4 		$5.01M Buy
+17,048
New +$4.46M 4.87% 4

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 $3.37T AUM 44.26% 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

Live Oak Private Wealth's UNH Position: Q2 2026 in Review

Live Oak Private Wealth reduced its UnitedHealth (UNH) stake by 9.7% in Q2 2026, selling an estimated $1.13M and leaving 28,355 shares worth $11.8M. The position accounts for 1.47% of the portfolio, ranked #18.

Live Oak Private Wealth first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.5M in Q3 2024. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Live Oak Private Wealth held 28,355 shares of UnitedHealth worth $11.8M as of Q2 2026.
  • Live Oak Private Wealth sold 3,061 UnitedHealth shares in Q2 2026, an estimated $1.13M.
  • UnitedHealth made up 1.47% of Live Oak Private Wealth's portfolio in Q2 2026, its #18 holding.
  • Live Oak Private Wealth first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Live Oak Private Wealth's UnitedHealth position peaked at $14.5M in Q3 2024.
  • 3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.