OPW
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Osprey Private Wealth’s UnitedHealth UNH Stock Holding History

Osprey Private Wealth’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 		$4.84M Buy
11,646
+5,714
+96% +$2.12M 1.25% 30
2026
Q1 		$1.61M Sell
5,932
-62
-1% -$18.5K 0.46% 43
2025
Q4 		$1.98M Sell
5,994
-741
-11% -$251K 0.57% 39
2025
Q3 		$2.33M Buy
6,735
+1,030
+18% +$312K 0.85% 33
2025
Q2 		$1.76M Sell
5,705
-1,210
-17% -$462K 0.96% 32
2025
Q1 		$3.62M Buy
6,915
+1,240
+22% +$634K 2.15% 20
2024
Q4 		$2.87M Buy
5,675
+835
+17% +$474K 2% 20
2024
Q3 		$2.83M Buy
+4,840
New +$2.74M 1.98% 22

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Osprey Private Wealth's UNH Position: Q2 2026 in Review

Osprey Private Wealth increased its UnitedHealth (UNH) stake by 96% in Q2 2026, buying an estimated $2.12M and bringing the position to 11,646 shares worth $4.84M. The position accounts for 1.25% of the portfolio, ranked #30.

Osprey Private Wealth first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. 1,793 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Osprey Private Wealth held 11,646 shares of UnitedHealth worth $4.84M as of Q2 2026.
  • Osprey Private Wealth bought 5,714 UnitedHealth shares in Q2 2026, an estimated $2.12M.
  • UnitedHealth made up 1.25% of Osprey Private Wealth's portfolio in Q2 2026, its #30 holding.
  • Osprey Private Wealth first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
  • 1,793 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Osprey Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.