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Oxbow Advisors’s UnitedHealth UNH Stock Holding History

Oxbow Advisors’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 		$583K Sell
2,153
-45
-2% -$13.4K 0.05% 164
2025
Q4 		$726K Buy
+2,198
New +$745K 0.06% 152
2025
Q2 		– Sell
-403
Closed -$211K – 218
2025
Q1 		$211K Buy
+403
New +$206K 0.02% 192
2024
Q4 		– Sell
-587
Closed -$343K – 233
2024
Q3 		$343K Buy
587
+163
+38% +$92.2K 0.03% 160
2024
Q2 		$216K Sell
424
-16,007
-97% -$7.85M 0.03% 203
2024
Q1 		$8.13M Sell
16,431
-40
-0.2% -$20.3K 1.12% 26
2023
Q4 		$8.67M Sell
16,471
-109
-0.7% -$58.1K 1.32% 19
2023
Q3 		$8.36M Buy
16,580
+785
+5% +$386K 1.32% 21
2023
Q2 		$7.59M Sell
15,795
-325
-2% -$159K 1.19% 25
2023
Q1 		$7.62M Sell
16,120
-13,342
-45% -$6.44M 1.36% 24
2022
Q4 		$15.6M Sell
29,462
-8,631
-23% -$4.57M 2.94% 6
2022
Q3 		$19.2M Sell
38,093
-524
-1% -$276K 3.02% 8
2022
Q2 		$19.8M Sell
38,617
-585
-1% -$294K 2.82% 7
2022
Q1 		$20M Sell
39,202
-531
-1% -$256K 2.01% 12
2021
Q4 		$20M Sell
39,733
-138
-0.3% -$62.5K 1.91% 11
2021
Q3 		$15.6M Buy
39,871
+1,205
+3% +$499K 1.58% 16
2021
Q2 		$15.5M Sell
38,666
-925
-2% -$369K 1.61% 15
2021
Q1 		$14.7M Buy
39,591
+9,623
+32% +$3.33M 1.79% 11
2020
Q4 		$10.5M Buy
29,968
+600
+2% +$201K 1.35% 21
2020
Q3 		$9.16M Sell
29,368
-134
-0.5% -$41.2K 1.16% 24
2020
Q2 		$8.7M Buy
29,502
+1,254
+4% +$359K 1.27% 22
2020
Q1 		$7.04M Buy
28,248
+227
+0.8% +$62.5K 1.18% 26
2019
Q4 		$8.24M Buy
28,021
+4,850
+21% +$1.27M 0.95% 22
2019
Q3 		$5.04M Buy
23,171
+22,213
+2,319% +$5.36M 0.67% 39
2019
Q2 		$234K Buy
+958
New +$230K 0.03% 260

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

Oxbow Advisors's UNH Position: Q1 2026 in Review

Oxbow Advisors reduced its UnitedHealth (UNH) stake by 2% in Q1 2026, selling an estimated $13.4K and leaving 2,153 shares worth $583K. The position accounts for 0.05% of the portfolio, ranked #164.

Oxbow Advisors first reported a position in UNH in Q2 2019 and has held it in 25 quarters since. The position peaked at $20M in Q1 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Oxbow Advisors held 2,153 shares of UnitedHealth worth $583K as of Q1 2026.
  • Oxbow Advisors sold 45 UnitedHealth shares in Q1 2026, an estimated $13.4K.
  • UnitedHealth made up 0.05% of Oxbow Advisors's portfolio in Q1 2026, its #164 holding.
  • Oxbow Advisors first reported a position in UnitedHealth in Q2 2019 and has held it in 25 quarters since.
  • Oxbow Advisors's UnitedHealth position peaked at $20M in Q1 2022.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.