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 Q2	$317K	Sell	763 -37	-5%	-$13.7K	0.14%	76
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Oxford Wealth Group's UNH Position: Q2 2026 in Review

Oxford Wealth Group reduced its UnitedHealth (UNH) stake by 4.6% in Q2 2026, selling an estimated $13.7K and leaving 763 shares worth $317K. The position accounts for 0.14% of the portfolio, ranked #76.

Oxford Wealth Group first reported a position in UNH in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.68M in Q2 2024. 3,392 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Oxford Wealth Group held 763 shares of UnitedHealth worth $317K as of Q2 2026.
Oxford Wealth Group sold 37 UnitedHealth shares in Q2 2026, an estimated $13.7K.
UnitedHealth made up 0.14% of Oxford Wealth Group's portfolio in Q2 2026, its #76 holding.
Oxford Wealth Group first reported a position in UnitedHealth in Q1 2024 and has held it in 7 quarters since.
Oxford Wealth Group's UnitedHealth position peaked at $2.68M in Q2 2024.
3,392 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.