Oakworth Capital’s UnitedHealth UNH Stock Holding History

Oakworth Capital’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	$1.61M	Sell	3,786 -29	-0.8%	-$10.7K	0.08%	68
2026 Q1	$1.03M	Sell	3,815 -3,029	-44%	-$902K	0.05%	90
2025 Q4	$2.26M	Sell	6,844 -416	-6%	-$141K	0.12%	51
2025 Q3	$2.51M	Buy	7,260 +11	+0.2%	+$3.33K	0.14%	47
2025 Q2	$2.26M	Buy	7,249 +2,699	+59%	+$1.03M	0.15%	47
2025 Q1	$2.38M	Sell	4,550 -285	-6%	-$146K	0.17%	45
2024 Q4	$2.45M	Buy	4,835 +377	+8%	+$214K	0.17%	45
2024 Q3	$2.61M	Buy	4,458 +472	+12%	+$267K	0.18%	42
2024 Q2	$2.03M	Buy	3,986 +349	+10%	+$171K	0.15%	48
2024 Q1	$1.8M	Sell	3,637 -9	-0.2%	-$4.58K	0.14%	53
2023 Q4	$1.92M	Sell	3,646 -1	-0%	-$533	0.15%	46
2023 Q3	$1.84M	Sell	3,647 -14	-0.4%	-$6.89K	0.17%	45
2023 Q2	$1.76M	Buy	3,661 +215	+6%	+$105K	0.15%	46
2023 Q1	$1.63M	Hold	3,446	–	–	0.15%	47
2022 Q4	$1.83M	Sell	3,446 -12	-0.3%	-$6.36K	0.18%	37
2022 Q3	$1.75M	Hold	3,458	–	–	0.19%	37
2022 Q2	$1.78M	Hold	3,458	–	–	0.18%	40
2022 Q1	$1.76M	Sell	3,458 -633	-15%	-$305K	0.15%	47
2021 Q4	$2.06M	Buy	4,091 +407	+11%	+$184K	0.17%	41
2021 Q3	$1.44M	Buy	3,684 +242	+7%	+$100K	0.14%	49
2021 Q2	$1.38M	Buy	3,442 +48	+1%	+$19.1K	0.14%	48
2021 Q1	$1.26M	Buy	3,394 +60	+2%	+$20.8K	0.14%	49
2020 Q4	$1.17M	Sell	3,334 -26	-0.8%	-$8.71K	0.15%	48
2020 Q3	$1.05M	Sell	3,360 -960	-22%	-$295K	0.17%	50
2020 Q2	$1.27M	Buy	4,320 +15	+0.3%	+$4.3K	0.23%	40
2020 Q1	$1.07M	Buy	4,305 +699	+19%	+$192K	0.25%	40
2019 Q4	$1.07M	Buy	3,606 +476	+15%	+$125K	0.19%	48
2019 Q3	$681K	Sell	3,130 -247	-7%	-$59.6K	0.13%	64
2019 Q2	$824K	Buy	3,377 +179	+6%	+$43.1K	0.16%	57
2019 Q1	$791K	Buy	3,198 +28	+0.9%	+$7.14K	0.16%	57
2018 Q4	$789K	Buy	3,170 +65	+2%	+$17.2K	0.18%	55
2018 Q3	$826K	Buy	3,105 +131	+4%	+$34.1K	0.17%	60
2018 Q2	$730K	Hold	2,974	–	–	0.15%	60
2018 Q1	$703K	Sell	2,974 -1,235	-29%	-$282K	0.17%	55
2017 Q4	$960K	Sell	4,209 -52	-1%	-$11K	0.23%	48
2017 Q3	$848K	Hold	4,261	–	–	0.22%	52
2017 Q2	$790K	Hold	4,261	–	–	0.22%	50
2017 Q1	$699K	Hold	4,261	–	–	0.2%	57
2016 Q4	$675K	Hold	4,261	–	–	0.22%	61
2016 Q3	$597K	Buy	4,261 +62	+1%	+$8.68K	0.21%	67
2016 Q2	$561K	Hold	4,199	–	–	0.21%	67
2016 Q1	$541K	Hold	4,199	–	–	0.22%	68
2015 Q4	$494K	Buy	4,199 +31	+0.7%	+$3.62K	0.21%	70
2015 Q3	$484K	Hold	4,168	–	–	0.25%	40
2015 Q2	$506K	Hold	4,168	–	–	0.24%	45
2015 Q1	$464K	Hold	4,168	–	–	0.21%	53
2014 Q4	$421K	Buy	4,168 +4,000	+2,381%	+$379K	0.22%	55
2014 Q3	$15K	Hold	168	–	–	0.01%	257
2014 Q2	$14K	Hold	168	–	–	0.01%	262
2014 Q1	$14K	Hold	168	–	–	0.01%	260
2013 Q4	$13K	Buy	+168	New	+$12.1K	0.01%	245

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Oakworth Capital's UNH Position: Q2 2026 in Review

Oakworth Capital reduced its UnitedHealth (UNH) stake by 0.76% in Q2 2026, selling an estimated $10.7K and leaving 3,786 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #68.

Oakworth Capital first reported a position in UNH in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.61M in Q3 2024. 849 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Oakworth Capital held 3,786 shares of UnitedHealth worth $1.61M as of Q2 2026.
Oakworth Capital sold 29 UnitedHealth shares in Q2 2026, an estimated $10.7K.
UnitedHealth made up 0.08% of Oakworth Capital's portfolio in Q2 2026, its #68 holding.
Oakworth Capital first reported a position in UnitedHealth in Q4 2013 and has held it in 51 quarters since.
Oakworth Capital's UnitedHealth position peaked at $2.61M in Q3 2024.
849 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.