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Osterweis Capital Management’s UnitedHealth UNH Stock Holding History

Osterweis 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
2025
Q2 		– Sell
-85,563
Closed -$44.8M – 415
2025
Q1 		$44.8M Buy
85,563
+17,390
+26% +$8.89M 2.21% 10
2024
Q4 		$34.5M Buy
68,173
+16,682
+32% +$9.48M 1.6% 19
2024
Q3 		$30.1M Buy
51,491
+337
+0.7% +$191K 1.53% 21
2024
Q2 		$26.1M Buy
51,154
+50,513
+7,880% +$24.8M 1.35% 29
2024
Q1 		$317K Sell
641
-134
-17% -$68.1K 0.02% 114
2023
Q4 		$408K Buy
775
+11
+1% +$5.87K 0.03% 115
2023
Q3 		$385K Hold
764
– – 0.03% 116
2023
Q2 		$367K Sell
764
-143
-16% -$69.9K 0.02% 120
2023
Q1 		$429K Buy
907
+210
+30% +$101K 0.03% 118
2022
Q4 		$370K Buy
697
+208
+43% +$110K 0.03% 120
2022
Q3 		$247K Buy
489
+26
+6% +$13.7K 0.02% 121
2022
Q2 		$238K Hold
463
– – 0.02% 125
2022
Q1 		$236K Hold
463
– – 0.01% 137
2021
Q4 		$232K Buy
+463
New +$210K 0.01% 136

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Osterweis Capital Management's UNH Position: Q2 2025 in Review

Osterweis Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 85,563 shares — an estimated $44.8M sold.

Osterweis Capital Management first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $44.8M in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Osterweis Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 85,563 UnitedHealth shares in Q2 2025, an estimated $44.8M.
  • Osterweis Capital Management first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
  • Osterweis Capital Management's UnitedHealth position peaked at $44.8M in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.