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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
2024
Q4 		– Sell
-2,550
Closed -$1.49M – 221
2024
Q3 		$1.49M Buy
+2,550
New +$1.44M 0.37% 40
2024
Q2 		– Sell
-2,690
Closed -$1.33M – 198
2024
Q1 		$1.33M Buy
+2,690
New +$1.37M 0.42% 31

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
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.