Osborne Partners Capital Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,066
Closed -$558K 219
2025
Q1
$558K Buy
1,066
+26
+3% +$13.6K 0.03% 159
2024
Q4
$526K Sell
1,040
-62
-6% -$31.4K 0.03% 161
2024
Q3
$644K Sell
1,102
-8
-0.7% -$4.68K 0.04% 152
2024
Q2
$565K Buy
+1,110
New +$565K 0.03% 155