Scissortail Wealth Management’s UnitedHealth UNH Stock Holding History

Scissortail 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	$5.44M	Sell	13,096 -145	-1%	-$53.7K	1.05%	32
2026 Q1	$3.58M	Buy	+13,241	New	+$3.94M	0.72%	43
2025 Q2	–	Sell	-4,829	Closed	-$2.53M	–	117
2025 Q1	$2.53M	Buy	4,829 +1,590	+49%	+$813K	0.65%	48
2024 Q4	$1.64M	Buy	3,239 +3,233	+53,883%	+$1.84M	0.42%	58
2024 Q3	$272K	Sell	6 -415	-99%	-$235K	0.07%	103
2024 Q2	$214K	Buy	+421	New	+$206K	0.05%	116
2024 Q1	–	Sell	-3,221	Closed	-$1.63M	–	203
2023 Q4	$1.63M	Buy	+3,221	New	+$1.72M	0.52%	48
2023 Q1	–	Sell	-2,513	Closed	-$1.24M	–	117
2022 Q4	$1.24M	Buy	+2,513	New	+$1.33M	0.72%	32

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 $3.37T AUM 44.26% 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

Scissortail Wealth Management's UNH Position: Q2 2026 in Review

Scissortail Wealth Management reduced its UnitedHealth (UNH) stake by 1.1% in Q2 2026, selling an estimated $53.7K and leaving 13,096 shares worth $5.44M. The position accounts for 1.05% of the portfolio, ranked #32.

Scissortail Wealth Management first reported a position in UNH in Q4 2022 and has held it in 8 quarters since. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Scissortail Wealth Management held 13,096 shares of UnitedHealth worth $5.44M as of Q2 2026.
Scissortail Wealth Management sold 145 UnitedHealth shares in Q2 2026, an estimated $53.7K.
UnitedHealth made up 1.05% of Scissortail Wealth Management's portfolio in Q2 2026, its #32 holding.
Scissortail Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 8 quarters since.
3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.