Osborne Partners Capital Management’s UnitedHealth UNH Stock Holding History

Osborne Partners 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 Q2	$10.8M	Buy	26,083 +76	+0.3%	+$28.2K	0.6%	52
2026 Q1	$7.04M	Buy	26,007 +1,005	+4%	+$299K	0.37%	85
2025 Q4	$8.25M	Buy	+25,002	New	+$8.47M	0.43%	83
2025 Q2	–	Sell	-1,066	Closed	-$558K	–	219
2025 Q1	$558K	Buy	1,066 +26	+3%	+$13.3K	0.03%	159
2024 Q4	$526K	Sell	1,040 -62	-6%	-$35.2K	0.03%	161
2024 Q3	$644K	Sell	1,102 -8	-0.7%	-$4.53K	0.04%	152
2024 Q2	$565K	Buy	+1,110	New	+$544K	0.03%	155

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Osborne Partners Capital Management's UNH Position: Q2 2026 in Review

Osborne Partners Capital Management increased its UnitedHealth (UNH) stake by 0.29% in Q2 2026, buying an estimated $28.2K and bringing the position to 26,083 shares worth $10.8M. The position accounts for 0.6% of the portfolio, ranked #52.

Osborne Partners Capital Management first reported a position in UNH in Q2 2024 and has held it in 7 quarters since. 1,728 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Osborne Partners Capital Management held 26,083 shares of UnitedHealth worth $10.8M as of Q2 2026.
Osborne Partners Capital Management bought 76 UnitedHealth shares in Q2 2026, an estimated $28.2K.
UnitedHealth made up 0.6% of Osborne Partners Capital Management's portfolio in Q2 2026, its #52 holding.
Osborne Partners Capital Management first reported a position in UnitedHealth in Q2 2024 and has held it in 7 quarters since.
1,728 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.