OFI Invest Asset Management’s UnitedHealth UNH Stock Holding History

OFI Invest Asset 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
2026 Q2	$129M	Buy	355,341 +350,597	+7,390%	+$130M	1.29%	18
2026 Q1	$1.2M	Sell	4,744 -25,431	-84%	-$7.57M	0.02%	227
2025 Q4	$8.58M	Sell	30,175 -110,552	-79%	-$37.5M	0.12%	132
2025 Q3	$41.4M	Buy	140,727 +69,352	+97%	+$21M	0.87%	34
2025 Q2	$19M	Buy	71,375 +3,335	+5%	+$1.27M	0.47%	60
2025 Q1	$33M	Sell	68,040 -60,589	-47%	-$31M	0.87%	39
2024 Q4	$62.8M	Buy	+128,629	New	+$73.1M	1.48%	12
2024 Q2	$58.9M	Sell	123,920 -2,563	-2%	-$1.26M	1.56%	12
2024 Q1	$57.9M	Sell	126,483 -6,882	-5%	-$3.5M	1.57%	15
2023 Q4	$63.6M	Sell	133,365 -1,896	-1%	-$1.01M	2.14%	8
2023 Q3	$64.4M	Sell	135,261 -1,581	-1%	-$778K	2.32%	7
2023 Q2	$65.8M	Sell	136,842 -61,911,862	-100%	-$30.3B	2.61%	5
2023 Q1	$131M	Buy	+62,048,704	New	+$29.9B	0.68%	47

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

OFI Invest Asset Management's UNH Position: Q2 2026 in Review

OFI Invest Asset Management increased its UnitedHealth (UNH) stake by 7,390% in Q2 2026, buying an estimated $130M and bringing the position to 355,341 shares worth $129M. The position accounts for 1.29% of the portfolio, ranked #18.

OFI Invest Asset Management first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. The position peaked at $131M in Q1 2023. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

OFI Invest Asset Management held 355,341 shares of UnitedHealth worth $129M as of Q2 2026.
OFI Invest Asset Management bought 350,597 UnitedHealth shares in Q2 2026, an estimated $130M.
UnitedHealth made up 1.29% of OFI Invest Asset Management's portfolio in Q2 2026, its #18 holding.
OFI Invest Asset Management first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
OFI Invest Asset Management's UnitedHealth position peaked at $131M in Q1 2023.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.