Oak Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.49M | Sell |
3,580
-183
| -5% | -$67.8K | 0.48% | 50 |
|
|
2026
Q1 | $1.02M | Sell |
3,763
-50
| -1% | -$14.9K | 0.35% | 59 |
|
|
2025
Q4 | $1.26M | Sell |
3,813
-11
| -0.3% | -$3.73K | 0.43% | 55 |
|
|
2025
Q3 | $1.32M | Sell |
3,824
-560
| -13% | -$169K | 0.45% | 54 |
|
|
2025
Q2 | $1.37M | Sell |
4,384
-30
| -0.7% | -$11.5K | 0.49% | 53 |
|
|
2025
Q1 | $2.31M | Hold |
4,414
| – | – | 0.85% | 34 |
|
|
2024
Q4 | $2.23M | Hold |
4,414
| – | – | 0.83% | 36 |
|
|
2024
Q3 | $2.58M | Sell |
4,414
-200
| -4% | -$113K | 0.91% | 33 |
|
|
2024
Q2 | $2.35M | Hold |
4,614
| – | – | 0.86% | 37 |
|
|
2024
Q1 | $2.28M | Buy |
4,614
+19
| +0.4% | +$9.66K | 0.85% | 39 |
|
|
2023
Q4 | $2.42M | Hold |
4,595
| – | – | 0.96% | 34 |
|
|
2023
Q3 | $2.32M | Buy |
4,595
+51
| +1% | +$25.1K | 0.99% | 35 |
|
|
2023
Q2 | $2.18M | Buy |
4,544
+103
| +2% | +$50.4K | 0.91% | 38 |
|
|
2023
Q1 | $2.1M | Hold |
4,441
| – | – | 0.9% | 40 |
|
|
2022
Q4 | $2.35M | Sell |
4,441
-445
| -9% | -$236K | 1.06% | 31 |
|
|
2022
Q3 | $2.47M | Buy |
+4,886
| New | +$2.57M | 1.2% | 25 |
|
|
2022
Q2 | – | Sell |
-4,866
| Closed | -$2.48M | – | 155 |
|
|
2022
Q1 | $2.48M | Sell |
4,866
-185
| -4% | -$89.2K | 0.98% | 35 |
|
|
2021
Q4 | $2.54M | Sell |
5,051
-29
| -0.6% | -$13.1K | 0.97% | 37 |
|
|
2021
Q3 | $2.16M | Sell |
5,080
-40
| -0.8% | -$16.6K | 0.9% | 40 |
|
|
2021
Q2 | $2.05M | Buy |
+5,120
| New | +$2.04M | 0.86% | 41 |
|
|
2021
Q1 | – | Sell |
-5,335
| Closed | -$1.87M | – | 89 |
|
|
2020
Q4 | $1.87M | Sell |
5,335
-214
| -4% | -$71.7K | 0.91% | 39 |
|
|
2020
Q3 | $1.81M | Sell |
5,549
-1
| -0% | -$307 | 0.95% | 35 |
|
|
2020
Q2 | $1.64M | Buy |
5,550
+107
| +2% | +$30.7K | 0.97% | 37 |
|
|
2020
Q1 | $1.36M | Sell |
5,443
-195
| -3% | -$53.7K | 0.99% | 37 |
|
|
2019
Q4 | $1.66M | Sell |
5,638
-25
| -0.4% | -$6.54K | 0.92% | 36 |
|
|
2019
Q3 | $1.23M | Buy |
5,663
+341
| +6% | +$82.3K | 0.74% | 45 |
|
|
2019
Q2 | $1.36M | Sell |
5,322
-137
| -3% | -$33K | 0.84% | 41 |
|
|
2019
Q1 | $1.35M | Sell |
5,459
-807
| -13% | -$206K | 0.89% | 37 |
|
|
2018
Q4 | $1.56M | Sell |
6,266
-259
| -4% | -$68.4K | 1.15% | 31 |
|
|
2018
Q3 | $1.74M | Sell |
6,525
-37
| -0.6% | -$9.62K | 1.05% | 30 |
|
|
2018
Q2 | $1.61M | Buy |
6,562
+2,438
| +59% | +$585K | 1.1% | 29 |
|
|
2018
Q1 | $883K | Sell |
4,124
-82
| -2% | -$18.7K | 0.68% | 43 |
|
|
2017
Q4 | $927K | Buy |
+4,206
| New | +$891K | 0.71% | 43 |
|
Other funds holding UNH
LMFP
PAM
DC
FWIA
OIAM
Oak Asset Management's UNH Position: Q2 2026 in Review
Oak Asset Management reduced its UnitedHealth (UNH) stake by 4.9% in Q2 2026, selling an estimated $67.8K and leaving 3,580 shares worth $1.49M. The position accounts for 0.48% of the portfolio, ranked #50.
Oak Asset Management first reported a position in UNH in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.58M in Q3 2024. 684 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Oak Asset Management held 3,580 shares of UnitedHealth worth $1.49M as of Q2 2026.
- Oak Asset Management sold 183 UnitedHealth shares in Q2 2026, an estimated $67.8K.
- UnitedHealth made up 0.48% of Oak Asset Management's portfolio in Q2 2026, its #50 holding.
- Oak Asset Management first reported a position in UnitedHealth in Q4 2017 and has held it in 33 quarters since.
- Oak Asset Management's UnitedHealth position peaked at $2.58M in Q3 2024.
- 684 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Oak Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.