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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
Q2 		$895K Hold
2,153
– – 0.07% 152
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Oxbow Advisors's UNH Position: Q2 2026 in Review

Oxbow Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 2,153 shares worth $895K. The position accounts for 0.07% of the portfolio, ranked #152.

Oxbow Advisors first reported a position in UNH in Q2 2019 and has held it in 26 quarters since. The position peaked at $20M in Q1 2022. 3,381 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Oxbow Advisors held 2,153 shares of UnitedHealth worth $895K as of Q2 2026.
  • Oxbow Advisors left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.07% of Oxbow Advisors's portfolio in Q2 2026, its #152 holding.
  • Oxbow Advisors first reported a position in UnitedHealth in Q2 2019 and has held it in 26 quarters since.
  • Oxbow Advisors's UnitedHealth position peaked at $20M in Q1 2022.
  • 3,381 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Oxbow Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.