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Oxinas Partners Wealth Management’s UnitedHealth UNH Stock Holding History

Oxinas Partners Wealth Management’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 		$492K Hold
1,185
– – 0.19% 86
2026
Q1 		$321K Buy
1,185
+100
+9% +$29.8K 0.15% 104
2025
Q4 		$358K Buy
1,085
+1
+0.1% +$339 0.17% 90
2025
Q3 		$374K Hold
1,084
– – 0.2% 85
2025
Q2 		$338K Sell
1,084
-11
-1% -$4.2K 0.17% 98
2025
Q1 		$574K Hold
1,095
– – 0.34% 68
2024
Q4 		$554K Sell
1,095
-436
-28% -$248K 0.32% 69
2024
Q3 		$895K Buy
1,531
+1
+0.1% +$566 0.55% 52
2024
Q2 		$779K Hold
1,530
– – 0.52% 51
2024
Q1 		$757K Sell
1,530
-129
-8% -$65.6K 0.49% 52
2023
Q4 		$873K Hold
1,659
– – 0.62% 39
2023
Q3 		$836K Buy
1,659
+1
+0.1% +$492 0.62% 41
2023
Q2 		$797K Sell
1,658
-20
-1% -$9.78K 0.52% 48
2023
Q1 		$793K Sell
1,678
-53
-3% -$25.6K 0.57% 50
2022
Q4 		$918K Buy
1,731
+9
+0.5% +$4.77K 0.78% 38
2022
Q3 		$870K Buy
1,722
+79
+5% +$41.5K 0.72% 39
2022
Q2 		$844K Buy
1,643
+8
+0.5% +$4.02K 0.64% 43
2022
Q1 		$834K Buy
1,635
+1
+0.1% +$482 0.52% 48
2021
Q4 		$820K Buy
1,634
+1
+0.1% +$453 0.47% 57
2021
Q3 		$638K Sell
1,633
-29
-2% -$12K 0.37% 69
2021
Q2 		$665K Buy
1,662
+7
+0.4% +$2.79K 0.38% 67
2021
Q1 		$616K Buy
+1,655
New +$573K 0.39% 71

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Oxinas Partners Wealth Management's UNH Position: Q2 2026 in Review

Oxinas Partners Wealth Management held its UnitedHealth (UNH) position steady in Q2 2026 at 1,185 shares worth $492K. The position accounts for 0.19% of the portfolio, ranked #86.

Oxinas Partners Wealth Management first reported a position in UNH in Q1 2021 and has held it in 22 quarters since. The position peaked at $918K in Q4 2022. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Oxinas Partners Wealth Management held 1,185 shares of UnitedHealth worth $492K as of Q2 2026.
  • Oxinas Partners Wealth Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.19% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Oxinas Partners Wealth Management first reported a position in UnitedHealth in Q1 2021 and has held it in 22 quarters since.
  • Oxinas Partners Wealth Management's UnitedHealth position peaked at $918K in Q4 2022.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.