Oakwell Private Wealth Management’s UnitedHealth UNH Stock Holding History

Oakwell Private Wealth Management’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	-605	Closed	-$317K	–	78
2025 Q1	$317K	Buy	605 +69	+13%	+$35.3K	0.09%	59
2024 Q4	$271K	Hold	536	–	–	0.08%	56
2024 Q3	$313K	Sell	536 -15	-3%	-$8.48K	0.09%	53
2024 Q2	$281K	Hold	551	–	–	0.08%	56
2024 Q1	$273K	Sell	551 -5	-0.9%	-$2.54K	0.08%	55
2023 Q4	$293K	Buy	556 +11	+2%	+$5.87K	0.1%	51
2023 Q3	$275K	Hold	545	–	–	0.12%	53
2023 Q2	$262K	Hold	545	–	–	0.11%	55
2023 Q1	$258K	Sell	545 -2	-0.4%	-$965	0.12%	56
2022 Q4	$290K	Sell	547 -38	-6%	-$20.1K	0.14%	50
2022 Q3	$295K	Sell	585 -10	-2%	-$5.26K	0.16%	52
2022 Q2	$306K	Buy	595 +38	+7%	+$19.1K	0.17%	49
2022 Q1	$284K	Buy	+557	New	+$269K	0.14%	51

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Oakwell Private Wealth Management's UNH Position: Q2 2025 in Review

Oakwell Private Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 605 shares — an estimated $317K sold.

Oakwell Private Wealth Management first reported a position in UNH in Q1 2022 and held it in 13 quarters. The position peaked at $317K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Oakwell Private Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Oakwell Private Wealth Management sold 605 UnitedHealth shares in Q2 2025, an estimated $317K.
Oakwell Private Wealth Management first reported a position in UnitedHealth in Q1 2022 and held it in 13 quarters.
Oakwell Private Wealth Management's UnitedHealth position peaked at $317K in Q1 2025.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.