Oxford Wealth Group’s UnitedHealth UNH Stock Holding History

Oxford Wealth 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	$217K	Sell	800 -46	-5%	-$13.7K	0.12%	84
2025 Q4	$279K	Buy	+846	New	+$287K	0.14%	80
2024 Q4	$1.83M	Buy	3,614 +195	+6%	+$111K	1.18%	16
2024 Q3	$2M	Sell	3,419 -1,837	-35%	-$1.04M	1.63%	14
2024 Q2	$2.68M	Buy	5,256 +2,067	+65%	+$1.01M	1.84%	14
2024 Q1	$1.58M	Buy	+3,189	New	+$1.62M	1.44%	18

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Oxford Wealth Group reduced its UnitedHealth (UNH) stake by 5.4% in Q1 2026, selling an estimated $13.7K and leaving 800 shares worth $217K. The position accounts for 0.12% of the portfolio, ranked #84.

Oxford Wealth Group first reported a position in UNH in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.68M in Q2 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Oxford Wealth Group held 800 shares of UnitedHealth worth $217K as of Q1 2026.
Oxford Wealth Group sold 46 UnitedHealth shares in Q1 2026, an estimated $13.7K.
UnitedHealth made up 0.12% of Oxford Wealth Group's portfolio in Q1 2026, its #84 holding.
Oxford Wealth Group first reported a position in UnitedHealth in Q1 2024 and has held it in 6 quarters since.
Oxford Wealth Group's UnitedHealth position peaked at $2.68M in Q2 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.