Running Oak Capital’s UnitedHealth UNH Stock Holding History

Running Oak Capital’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
2025 Q1	–	Sell	-23,264	Closed	-$11.8M	–	59
2024 Q4	$11.8M	Buy	23,264 +2,338	+11%	+$1.33M	1.54%	52
2024 Q3	$12.2M	Sell	20,926 -972	-4%	-$550K	1.66%	52
2024 Q2	$11.2M	Buy	21,898 +3,624	+20%	+$1.78M	1.73%	38
2024 Q1	$9.04M	Buy	18,274 +2,188	+14%	+$1.11M	1.45%	53
2023 Q4	$8.47M	Buy	16,086 +2,400	+18%	+$1.28M	1.67%	44
2023 Q3	$6.9M	Buy	13,686 +89	+0.7%	+$43.8K	1.77%	33
2023 Q2	$6.54M	Buy	13,597 +1,319	+11%	+$645K	1.6%	48
2023 Q1	$5.8M	Sell	12,278 -366	-3%	-$177K	1.65%	43
2022 Q4	$6.7M	Buy	12,644 +916	+8%	+$485K	1.97%	11
2022 Q3	$5.92M	Buy	+11,728	New	+$6.17M	2.05%	7
2021 Q2	$358K	Sell	895 -14,712	-94%	-$5.87M	0.2%	38
2021 Q1	$5.81M	Buy	15,607 +514	+3%	+$178K	1.77%	24
2020 Q4	$5.29M	Sell	15,093 -507	-3%	-$170K	1.77%	21
2020 Q3	$4.86M	Buy	15,600 +615	+4%	+$189K	1.77%	25
2020 Q2	$4.42M	Buy	+14,985	New	+$4.29M	1.75%	30

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors

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