OHWP
UNH icon

Oak Harbor Wealth Partners’s UnitedHealth UNH Stock Holding History

Oak Harbor Wealth Partners’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
2025
Q2 		– Sell
-1,892
Closed -$991K – 268
2025
Q1 		$991K Sell
1,892
-161
-8% -$82.3K 0.28% 77
2024
Q4 		$1.04M Buy
2,053
+184
+10% +$105K 0.3% 77
2024
Q3 		$1.09M Buy
1,869
+128
+7% +$72.4K 0.31% 83
2024
Q2 		$887K Buy
1,741
+33
+2% +$16.2K 0.28% 81
2024
Q1 		$845K Buy
1,708
+32
+2% +$16.3K 0.26% 84
2023
Q4 		$882K Sell
1,676
-164
-9% -$87.5K 0.3% 76
2023
Q3 		$928K Buy
1,840
+60
+3% +$29.5K 0.33% 74
2023
Q2 		$856K Sell
1,780
-37
-2% -$18.1K 0.29% 76
2023
Q1 		$859K Buy
1,817
+231
+15% +$111K 0.31% 77
2022
Q4 		$841K Buy
1,586
+31
+2% +$16.4K 0.32% 70
2022
Q3 		$785K Buy
1,555
+38
+3% +$20K 0.31% 73
2022
Q2 		$779K Buy
1,517
+150
+11% +$75.3K 0.31% 73
2022
Q1 		$697K Buy
1,367
+79
+6% +$38.1K 0.23% 86
2021
Q4 		$647K Buy
+1,288
New +$583K 0.22% 86

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Oak Harbor Wealth Partners's UNH Position: Q2 2025 in Review

Oak Harbor Wealth Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,892 shares — an estimated $991K sold.

Oak Harbor Wealth Partners first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $1.09M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Oak Harbor Wealth Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 1,892 UnitedHealth shares in Q2 2025, an estimated $991K.
  • Oak Harbor Wealth Partners first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
  • Oak Harbor Wealth Partners's UnitedHealth position peaked at $1.09M in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.