Oak Hill Wealth Advisors’s UnitedHealth UNH Stock Holding History

Oak Hill Wealth Advisors’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 Q3	$908K	Sell	2,630 -100	-4%	-$30.2K	0.17%	70
2025 Q2	$840K	Buy	2,730 +3	+0.1%	+$1.15K	0.17%	69
2025 Q1	$1.43M	Buy	2,727 +105	+4%	+$53.7K	0.33%	43
2024 Q4	$1.33M	Buy	+2,622	New	+$1.49M	0.32%	42
2024 Q3	–	Sell	-2,648	Closed	-$1.5M	–	203
2024 Q2	$1.35M	Buy	+2,648	New	+$1.3M	0.41%	35
2024 Q1	–	Sell	-2,737	Closed	-$1.39M	–	190
2023 Q4	$1.44M	Sell	2,737 -43	-2%	-$22.9K	0.5%	29
2023 Q3	$1.4M	Buy	2,780 +30	+1%	+$14.8K	0.54%	27
2023 Q2	$1.32M	Buy	2,750 +9	+0.3%	+$4.4K	0.49%	28
2023 Q1	$1.3M	Sell	2,741 -28	-1%	-$13.5K	0.51%	28
2022 Q4	$1.47M	Buy	+2,769	New	+$1.47M	0.61%	27

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Hill Wealth Advisors's UNH Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its UnitedHealth (UNH) stake by 3.7% in Q3 2025, selling an estimated $30.2K and leaving 2,630 shares worth $908K. The position accounts for 0.17% of the portfolio, ranked #70.

Oak Hill Wealth Advisors first reported a position in UNH in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.47M in Q4 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Oak Hill Wealth Advisors held 2,630 shares of UnitedHealth worth $908K as of Q3 2025.
Oak Hill Wealth Advisors sold 100 UnitedHealth shares in Q3 2025, an estimated $30.2K.
UnitedHealth made up 0.17% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #70 holding.
Oak Hill Wealth Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's UnitedHealth position peaked at $1.47M in Q4 2022.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.