Oak Thistle LLC’s UnitedHealth UNH Stock Holding History

Oak Thistle LLC’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	$8.48M	Buy	20,411 +2,191	+12%	+$812K	0.82%	6
2026 Q1	$4.93M	Buy	+18,220	New	+$5.43M	0.48%	37
2025 Q4	–	Sell	-5,649	Closed	-$1.95M	–	660
2025 Q3	$1.95M	Buy	5,649 +2,487	+79%	+$752K	0.3%	116
2025 Q2	$986K	Buy	+3,162	New	+$1.21M	0.15%	264
2025 Q1	–	Sell	-1,113	Closed	-$563K	–	566
2024 Q4	$563K	Buy	+1,113	New	+$632K	0.17%	223
2023 Q3	–	Sell	-571	Closed	-$274K	–	616
2023 Q2	$274K	Sell	571 -534	-48%	-$261K	0.14%	269
2023 Q1	$522K	Buy	+1,105	New	+$533K	0.31%	127
2022 Q2	–	Sell	-521	Closed	-$266K	–	417
2022 Q1	$266K	Buy	+521	New	+$251K	0.14%	290

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Oak Thistle LLC's UNH Position: Q2 2026 in Review

Oak Thistle LLC increased its UnitedHealth (UNH) stake by 12% in Q2 2026, buying an estimated $812K and bringing the position to 20,411 shares worth $8.48M. The position accounts for 0.82% of the portfolio, ranked #6.

Oak Thistle LLC first reported a position in UNH in Q1 2022 and has held it in 8 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Oak Thistle LLC held 20,411 shares of UnitedHealth worth $8.48M as of Q2 2026.
Oak Thistle LLC bought 2,191 UnitedHealth shares in Q2 2026, an estimated $812K.
UnitedHealth made up 0.82% of Oak Thistle LLC's portfolio in Q2 2026, its #6 holding.
Oak Thistle LLC first reported a position in UnitedHealth in Q1 2022 and has held it in 8 quarters since.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.