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Okabena Investment Services’s UnitedHealth UNH Stock Holding History

Okabena Investment Services’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 		$844K Sell
2,031
-29
-1% -$10.7K 0.15% 83
2026
Q1 		$557K Sell
2,060
-1,923
-48% -$573K 0.11% 109
2025
Q4 		$1.31M Buy
3,983
+256
+7% +$86.8K 0.25% 66
2025
Q3 		$1.29M Sell
3,727
-798
-18% -$241K 0.25% 68
2025
Q2 		$1.41M Buy
4,525
+21
+0.5% +$8.03K 0.31% 54
2025
Q1 		$2.36M Buy
4,504
+64
+1% +$32.7K 0.59% 37
2024
Q4 		$2.25M Hold
4,440
– – 0.62% 34
2024
Q3 		$2.6M Sell
4,440
-1,281
-22% -$725K 0.73% 26
2024
Q2 		$2.91M Buy
5,721
+656
+13% +$322K 0.92% 25
2024
Q1 		$2.51M Sell
5,065
-1,104
-18% -$561K 0.83% 29
2023
Q4 		$3.25M Buy
6,169
+4,711
+323% +$2.51M 1.26% 22
2023
Q3 		$735K Sell
1,458
-195
-12% -$96K 0.57% 40
2023
Q2 		$794K Buy
1,653
+1,607
+3,493% +$786K 0.58% 43
2023
Q1 		$21.7K Sell
46
-1,647
-97% -$795K 0.02% 82
2022
Q4 		$898K Sell
1,693
-4,769
-74% -$2.53M 0.59% 50
2022
Q3 		$3.26M Buy
6,462
+2,596
+67% +$1.37M 1.58% 15
2022
Q2 		$1.99M Sell
3,866
-1,727
-31% -$867K 1.02% 30
2022
Q1 		$2.85M Sell
5,593
-393
-7% -$190K 1.21% 17
2021
Q4 		$3.01M Buy
5,986
+5,164
+628% +$2.34M 1.14% 18
2021
Q3 		$321K Sell
822
-2,769
-77% -$1.15M 0.17% 74
2021
Q2 		$1.44M Buy
+3,591
New +$1.43M 0.68% 37
2021
Q1 		– Sell
-3,345
Closed -$1.17M – 80
2020
Q4 		$1.17M Buy
+3,345
New +$1.12M 0.68% 36
2020
Q3 		– Sell
-4,733
Closed -$1.4M – 86
2020
Q2 		$1.4M Sell
4,733
-63
-1% -$18.1K 1.23% 23
2020
Q1 		$1.2M Sell
4,796
-2,205
-31% -$607K 1.36% 26
2019
Q4 		$2.06M Buy
+7,001
New +$1.83M 1.91% 19

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Okabena Investment Services's UNH Position: Q2 2026 in Review

Okabena Investment Services reduced its UnitedHealth (UNH) stake by 1.4% in Q2 2026, selling an estimated $10.7K and leaving 2,031 shares worth $844K. The position accounts for 0.15% of the portfolio, ranked #83.

Okabena Investment Services first reported a position in UNH in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.26M in Q3 2022. 2,625 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Okabena Investment Services held 2,031 shares of UnitedHealth worth $844K as of Q2 2026.
  • Okabena Investment Services sold 29 UnitedHealth shares in Q2 2026, an estimated $10.7K.
  • UnitedHealth made up 0.15% of Okabena Investment Services's portfolio in Q2 2026, its #83 holding.
  • Okabena Investment Services first reported a position in UnitedHealth in Q4 2019 and has held it in 25 quarters since.
  • Okabena Investment Services's UnitedHealth position peaked at $3.26M in Q3 2022.
  • 2,625 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.