Oldfather Financial Services’s UnitedHealth UNH Stock Holding History

Oldfather Financial 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
2025 Q2	–	Sell	-598	Closed	-$313K	–	86
2025 Q1	$313K	Sell	598 -13	-2%	-$6.65K	0.12%	62
2024 Q4	$309K	Sell	611 -16	-3%	-$9.09K	0.12%	62
2024 Q3	$367K	Buy	627 +15	+2%	+$8.48K	0.14%	54
2024 Q2	$312K	Hold	612	–	–	0.13%	55
2024 Q1	$303K	Sell	612 -952	-61%	-$484K	0.12%	55
2023 Q4	$823K	Buy	1,564 +5	+0.3%	+$2.67K	0.37%	33
2023 Q3	$786K	Buy	1,559 +2	+0.1%	+$984	0.4%	31
2023 Q2	$748K	Sell	1,557 -6	-0.4%	-$2.93K	0.37%	34
2023 Q1	$739K	Buy	1,563 +12	+0.8%	+$5.79K	0.38%	33
2022 Q4	$822K	Sell	1,551 -237	-13%	-$126K	0.47%	30
2022 Q3	$903K	Sell	1,788 -3	-0.2%	-$1.58K	0.57%	27
2022 Q2	$957K	Hold	1,791	–	–	0.55%	27
2022 Q1	$939K	Sell	1,791 -3	-0.2%	-$1.45K	0.51%	29
2021 Q4	$861K	Buy	1,794 +28	+2%	+$12.7K	0.45%	30
2021 Q3	$811K	Hold	1,766	–	–	0.42%	32
2021 Q2	$727K	Hold	1,766	–	–	0.4%	31
2021 Q1	$644K	Hold	1,766	–	–	0.37%	32
2020 Q4	$573K	Hold	1,766	–	–	0.34%	38
2020 Q3	$568K	Hold	1,766	–	–	0.4%	34
2020 Q2	$539K	Hold	1,766	–	–	0.42%	33
2020 Q1	$508K	Hold	1,766	–	–	0.48%	26
2019 Q4	$500K	Buy	+1,766	New	+$462K	0.46%	29

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

Oldfather Financial Services's UNH Position: Q2 2025 in Review

Oldfather Financial Services sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 598 shares — an estimated $313K sold.

Oldfather Financial Services first reported a position in UNH in Q4 2019 and held it in 22 quarters. The position peaked at $957K in Q2 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Oldfather Financial Services reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Oldfather Financial Services sold 598 UnitedHealth shares in Q2 2025, an estimated $313K.
Oldfather Financial Services first reported a position in UnitedHealth in Q4 2019 and held it in 22 quarters.
Oldfather Financial Services's UnitedHealth position peaked at $957K in Q2 2022.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Oldfather Financial Services's 13F filing for Q2 2025, filed 10 Jul 2025.