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Oxford Financial Group’s UnitedHealth UNH Stock Holding History

Oxford Financial Group’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 		$255K Sell
942
-82
-8% -$24.4K 0.01% 228
2025
Q4 		$338K Sell
1,024
-149
-13% -$50.5K 0.02% 183
2025
Q3 		$405K Buy
1,173
+250
+27% +$75.6K 0.02% 162
2025
Q2 		$288K Sell
923
-161
-15% -$61.5K 0.02% 178
2025
Q1 		$568K Buy
1,084
+70
+7% +$35.8K 0.04% 122
2024
Q4 		$513K Sell
1,014
-250
-20% -$142K 0.03% 142
2024
Q3 		$739K Sell
1,264
-153
-11% -$86.5K 0.05% 104
2024
Q2 		$722K Buy
1,417
+299
+27% +$147K 0.05% 115
2024
Q1 		$553K Buy
1,118
+91
+9% +$46.3K 0.04% 123
2023
Q4 		$541K Sell
1,027
-158
-13% -$84.3K 0.04% 129
2023
Q3 		$598K Sell
1,185
-529
-31% -$260K 0.05% 106
2023
Q2 		$824K Buy
1,714
+1,014
+145% +$496K 0.08% 88
2023
Q1 		$331K Buy
700
+16
+2% +$7.72K 0.04% 138
2022
Q4 		$363K Buy
+684
New +$362K 0.04% 135
2022
Q1 		– Sell
-720
Closed -$362K – 287
2021
Q4 		$362K Buy
720
+21
+3% +$9.51K 0.04% 150
2021
Q3 		$273K Buy
+699
New +$290K 0.03% 157
2020
Q2 		– Sell
-2,197
Closed -$548K – 210
2020
Q1 		$548K Buy
+2,197
New +$605K 0.11% 79

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

Oxford Financial Group's UNH Position: Q1 2026 in Review

Oxford Financial Group reduced its UnitedHealth (UNH) stake by 8% in Q1 2026, selling an estimated $24.4K and leaving 942 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #228.

Oxford Financial Group first reported a position in UNH in Q1 2020 and has held it in 17 quarters since. The position peaked at $824K in Q2 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Oxford Financial Group held 942 shares of UnitedHealth worth $255K as of Q1 2026.
  • Oxford Financial Group sold 82 UnitedHealth shares in Q1 2026, an estimated $24.4K.
  • UnitedHealth made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #228 holding.
  • Oxford Financial Group first reported a position in UnitedHealth in Q1 2020 and has held it in 17 quarters since.
  • Oxford Financial Group's UnitedHealth position peaked at $824K in Q2 2023.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.