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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Running Oak Capital's UNH Position: Q1 2025 in Review

Running Oak Capital sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 23,264 shares — an estimated $11.8M sold.

Running Oak Capital first reported a position in UNH in Q2 2020 and held it in 15 quarters. The position peaked at $12.2M in Q3 2024. 3,612 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Running Oak Capital reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Running Oak Capital sold 23,264 UnitedHealth shares in Q1 2025, an estimated $11.8M.
  • Running Oak Capital first reported a position in UnitedHealth in Q2 2020 and held it in 15 quarters.
  • Running Oak Capital's UnitedHealth position peaked at $12.2M in Q3 2024.
  • 3,612 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Running Oak Capital's 13F filing for Q1 2025, filed 22 Apr 2025.