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Silver Oak Securities’s UnitedHealth UNH Stock Holding History

Silver Oak Securities’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
Q1 		$509K Sell
1,880
-860
-31% -$256K 0.04% 431
2025
Q4 		$910K Buy
2,740
+292
+12% +$99K 0.06% 309
2025
Q3 		$845K Buy
2,448
+729
+42% +$220K 0.06% 303
2025
Q2 		$536K Sell
1,719
-1,089
-39% -$416K 0.04% 391
2025
Q1 		$1.45M Sell
2,808
-70
-2% -$35.8K 0.13% 168
2024
Q4 		$1.46M Buy
2,878
+557
+24% +$316K 0.14% 158
2024
Q3 		$1.35M Buy
2,321
+449
+24% +$254K 0.14% 158
2024
Q2 		$953K Buy
1,872
+112
+6% +$54.9K 0.14% 140
2024
Q1 		$871K Sell
1,760
-576
-25% -$293K 0.13% 163
2023
Q4 		$1.23M Buy
2,336
+1,246
+114% +$665K 0.17% 145
2023
Q3 		$550K Sell
1,090
-1,482
-58% -$729K 0.12% 155
2023
Q2 		$1.24M Buy
2,572
+700
+37% +$342K 0.2% 105
2023
Q1 		$885K Sell
1,872
-493
-21% -$238K 0.15% 126
2022
Q4 		$1.25M Buy
2,365
+1,275
+117% +$675K 0.24% 79
2022
Q3 		$550K Sell
1,090
-775
-42% -$408K 0.12% 155
2022
Q2 		$974K Buy
1,865
+240
+15% +$121K 0.22% 81
2022
Q1 		$887K Buy
+1,625
New +$784K 0.18% 118

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Silver Oak Securities's UNH Position: Q1 2026 in Review

Silver Oak Securities reduced its UnitedHealth (UNH) stake by 31% in Q1 2026, selling an estimated $256K and leaving 1,880 shares worth $509K. The position accounts for 0.04% of the portfolio, ranked #431.

Silver Oak Securities first reported a position in UNH in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.46M in Q4 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Silver Oak Securities held 1,880 shares of UnitedHealth worth $509K as of Q1 2026.
  • Silver Oak Securities sold 860 UnitedHealth shares in Q1 2026, an estimated $256K.
  • UnitedHealth made up 0.04% of Silver Oak Securities's portfolio in Q1 2026, its #431 holding.
  • Silver Oak Securities first reported a position in UnitedHealth in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's UnitedHealth position peaked at $1.46M in Q4 2024.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.