Obermeyer Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.4M | Buy |
112,471
+1,324
| +1% | +$394K | 1.4% | 23 |
|
|
2025
Q4 | $36.7M | Sell |
111,147
-3,064
| -3% | -$1.04M | 1.68% | 20 |
|
|
2025
Q3 | $39.4M | Buy |
114,211
+874
| +0.8% | +$264K | 1.85% | 18 |
|
|
2025
Q2 | $35.4M | Buy |
113,337
+37,435
| +49% | +$14.3M | 1.76% | 20 |
|
|
2025
Q1 | $39.8M | Sell |
75,902
-3,074
| -4% | -$1.57M | 2.12% | 15 |
|
|
2024
Q4 | $40M | Sell |
78,976
-6,693
| -8% | -$3.8M | 2.08% | 15 |
|
|
2024
Q3 | $50.1M | Sell |
85,669
-2,076
| -2% | -$1.17M | 2.68% | 11 |
|
|
2024
Q2 | $44.7M | Sell |
87,745
-59
| -0.1% | -$28.9K | 2.56% | 11 |
|
|
2024
Q1 | $43.4M | Buy |
87,804
+3,410
| +4% | +$1.73M | 2.56% | 11 |
|
|
2023
Q4 | $44.4M | Sell |
84,394
-1,664
| -2% | -$887K | 3.03% | 12 |
|
|
2023
Q3 | $43.4M | Sell |
86,058
-563
| -0.6% | -$277K | 3.23% | 10 |
|
|
2023
Q2 | $41.6M | Sell |
86,621
-29,346
| -25% | -$14.3M | 2.99% | 10 |
|
|
2023
Q1 | $55M | Sell |
115,967
-4,512
| -4% | -$2.18M | 4.11% | 5 |
|
|
2022
Q4 | $63.9M | Sell |
120,479
-1,527
| -1% | -$809K | 4.83% | 2 |
|
|
2022
Q3 | $61.6M | Sell |
122,006
-5,730
| -4% | -$3.01M | 4.99% | 2 |
|
|
2022
Q2 | $65.6M | Sell |
127,736
-1,638
| -1% | -$823K | 4.82% | 3 |
|
|
2022
Q1 | $66M | Sell |
129,374
-1,927
| -1% | -$929K | 3.95% | 5 |
|
|
2021
Q4 | $65.9M | Buy |
131,301
+2,279
| +2% | +$1.03M | 3.53% | 4 |
|
|
2021
Q3 | $50.4M | Buy |
129,022
+1,347
| +1% | +$558K | 2.79% | 12 |
|
|
2021
Q2 | $51.1M | Buy |
127,675
+1,121
| +0.9% | +$447K | 2.84% | 11 |
|
|
2021
Q1 | $47.1M | Buy |
126,554
+1,505
| +1% | +$521K | 2.89% | 11 |
|
|
2020
Q4 | $43.9M | Sell |
125,049
-491
| -0.4% | -$165K | 2.91% | 12 |
|
|
2020
Q3 | $39.1M | Buy |
125,540
+853
| +0.7% | +$262K | 2.93% | 13 |
|
|
2020
Q2 | $36.8M | Buy |
124,687
+1,434
| +1% | +$411K | 3.11% | 14 |
|
|
2020
Q1 | $30.7M | Buy |
123,253
+447
| +0.4% | +$123K | 3.29% | 13 |
|
|
2019
Q4 | $36.1M | Buy |
122,806
+162
| +0.1% | +$42.4K | 3.2% | 12 |
|
|
2019
Q3 | $26.7M | Buy |
122,644
+29,054
| +31% | +$7.01M | 2.47% | 23 |
|
|
2019
Q2 | $22.8M | Sell |
93,590
-52,640
| -36% | -$12.7M | 2.05% | 21 |
|
|
2019
Q1 | $36.2M | Sell |
146,230
-2,060
| -1% | -$525K | 3.4% | 12 |
|
|
2018
Q4 | $36.9M | Sell |
148,290
-4,543
| -3% | -$1.2M | 3.74% | 6 |
|
|
2018
Q3 | $40.7M | Sell |
152,833
-3,424
| -2% | -$891K | 3.44% | 9 |
|
|
2018
Q2 | $38.3M | Sell |
156,257
-11,667
| -7% | -$2.8M | 3.41% | 11 |
|
|
2018
Q1 | $35.9M | Sell |
167,924
-16,167
| -9% | -$3.69M | 3.26% | 15 |
|
|
2017
Q4 | $40.6M | Sell |
184,091
-5,154
| -3% | -$1.09M | 3.52% | 11 |
|
|
2017
Q3 | $37.1M | Sell |
189,245
-4,983
| -3% | -$963K | 3.21% | 12 |
|
|
2017
Q2 | $36M | Sell |
194,228
-6,082
| -3% | -$1.07M | 3.19% | 11 |
|
|
2017
Q1 | $32.9M | Sell |
200,310
-8,311
| -4% | -$1.36M | 3.02% | 13 |
|
|
2016
Q4 | $33.4M | Sell |
208,621
-24,349
| -10% | -$3.64M | 3.19% | 11 |
|
|
2016
Q3 | $32.6M | Sell |
232,970
-10,099
| -4% | -$1.41M | 3.13% | 12 |
|
|
2016
Q2 | $34.3M | Sell |
243,069
-22,325
| -8% | -$2.98M | 3.41% | 8 |
|
|
2016
Q1 | $34.2M | Sell |
265,394
-17,634
| -6% | -$2.09M | 3.17% | 12 |
|
|
2015
Q4 | $33.3M | Sell |
283,028
-11,341
| -4% | -$1.33M | 3.04% | 13 |
|
|
2015
Q3 | $34.1M | Sell |
294,369
-18,566
| -6% | -$2.22M | 3.6% | 10 |
|
|
2015
Q2 | $38.2M | Sell |
312,935
-11,121
| -3% | -$1.32M | 3.26% | 10 |
|
|
2015
Q1 | $38.3M | Sell |
324,056
-4,930
| -1% | -$548K | 3.14% | 5 |
|
|
2014
Q4 | $33.3M | Sell |
328,986
-9,525
| -3% | -$903K | 3.01% | 3 |
|
|
2014
Q3 | $29.2M | Sell |
338,511
-4,500
| -1% | -$380K | 7.17% | 1 |
|
|
2014
Q2 | $28M | Sell |
343,011
-1,723
| -0.5% | -$136K | 6.82% | 1 |
|
|
2014
Q1 | $28.3M | Sell |
344,734
-12,886
| -4% | -$970K | 7.06% | 1 |
|
|
2013
Q4 | $26.9M | Sell |
357,620
-9,600
| -3% | -$690K | 6.87% | 2 |
|
|
2013
Q3 | $26.3M | Sell |
367,220
-12,150
| -3% | -$870K | 7.38% | 1 |
|
|
2013
Q2 | $24.8M | Buy |
+379,370
| New | +$23.6M | 6.89% | 1 |
|
Other funds holding UNH
VCM
VPM
Obermeyer Wealth Partners's UNH Position: Q1 2026 in Review
Obermeyer Wealth Partners increased its UnitedHealth (UNH) stake by 1.2% in Q1 2026, buying an estimated $394K and bringing the position to 112,471 shares worth $30.4M. The position accounts for 1.4% of the portfolio, ranked #23.
Obermeyer Wealth Partners first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $66M in Q1 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Obermeyer Wealth Partners held 112,471 shares of UnitedHealth worth $30.4M as of Q1 2026.
- Obermeyer Wealth Partners bought 1,324 UnitedHealth shares in Q1 2026, an estimated $394K.
- UnitedHealth made up 1.4% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #23 holding.
- Obermeyer Wealth Partners first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Obermeyer Wealth Partners's UnitedHealth position peaked at $66M in Q1 2022.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.