Oliver Lagore Vanvalin Investment Group’s UnitedHealth UNH Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$28.8K	Buy	+55	New	+$21K	0.01%	306
2024 Q4	$30.4K	Sell	60 -14	-19%	-$7.96K	0.01%	307
2024 Q3	$43.3K	Buy	74 +10	+16%	+$5.66K	0.01%	262
2024 Q2	$32.6K	Sell	64 -93	-59%	-$45.6K	0.01%	284
2024 Q1	$77.7K	Sell	157 -57	-27%	-$29K	0.02%	205
2023 Q4	$113K	Buy	214 +24	+13%	+$12.8K	0.04%	142
2023 Q3	$95.8K	Buy	190 +6	+3%	+$2.95K	0.04%	169
2023 Q2	$88.5K	Buy	184 +2	+1%	+$978	0.03%	184
2023 Q1	$86K	Sell	182 -86	-32%	-$41.5K	0.04%	141
2022 Q4	$142K	Buy	268 +8	+3%	+$4.24K	0.08%	104
2022 Q3	$131K	Buy	260 +29	+13%	+$15.2K	0.08%	105
2022 Q2	$119K	Buy	231 +7	+3%	+$3.52K	0.07%	116
2022 Q1	$116K	Buy	+224	New	+$108K	0.08%	119

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

Oliver Lagore Vanvalin Investment Group's UNH Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in UnitedHealth (UNH) in Q2 2025: 55 shares worth $28.8K. The stake represents 0.01% of the portfolio and ranks #306 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in UNH as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in UNH in Q1 2022 and has held it in 13 quarters since. The position peaked at $142K in Q4 2022. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 55 shares of UnitedHealth worth $28.8K as of Q2 2025.
UnitedHealth was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
UnitedHealth made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #306 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in UnitedHealth in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's UnitedHealth position peaked at $142K in Q4 2022.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.