OCM
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Osbon Capital Management’s UnitedHealth UNH Stock Holding History

Osbon Capital 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
Q1 		$136K Buy
504
+500
+12,500% +$149K 0.11% 94
2025
Q4 		$1.32K Buy
+4
New +$1.36K ﹤0.01% 328

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Osbon Capital Management's UNH Position: Q1 2026 in Review

Osbon Capital Management increased its UnitedHealth (UNH) stake by 12,500% in Q1 2026, buying an estimated $149K and bringing the position to 504 shares worth $136K. The position accounts for 0.11% of the portfolio, ranked #94.

Osbon Capital Management first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Osbon Capital Management held 504 shares of UnitedHealth worth $136K as of Q1 2026.
  • Osbon Capital Management bought 500 UnitedHealth shares in Q1 2026, an estimated $149K.
  • UnitedHealth made up 0.11% of Osbon Capital Management's portfolio in Q1 2026, its #94 holding.
  • Osbon Capital Management first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.