SilverOak Wealth Management’s UnitedHealth UNH Stock Holding History

SilverOak 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	$2.03M	Buy	4,881 +92	+2%	+$34.1K	0.26%	39
2026 Q1	$1.3M	Sell	4,789 -301	-6%	-$89.6K	0.2%	46
2025 Q4	$1.68M	Buy	5,090 +188	+4%	+$63.7K	0.26%	38
2025 Q3	$1.69M	Buy	4,902 +135	+3%	+$40.8K	0.29%	36
2025 Q2	$1.49M	Buy	4,767 +279	+6%	+$107K	0.28%	37
2025 Q1	$2.35M	Sell	4,488 -16	-0.4%	-$8.18K	0.51%	27
2024 Q4	$2.28M	Sell	4,504 -9	-0.2%	-$5.11K	0.49%	26
2024 Q3	$2.64M	Sell	4,513 -13	-0.3%	-$7.35K	0.59%	25
2024 Q2	$2.3M	Sell	4,526 -15	-0.3%	-$7.35K	0.55%	25
2024 Q1	$2.25M	Sell	4,541 -189	-4%	-$96.1K	0.56%	25
2023 Q4	$2.38M	Buy	+4,730	New	+$2.52M	0.64%	23

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

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

SilverOak Wealth Management increased its UnitedHealth (UNH) stake by 1.9% in Q2 2026, buying an estimated $34.1K and bringing the position to 4,881 shares worth $2.03M. The position accounts for 0.26% of the portfolio, ranked #39.

SilverOak Wealth Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.64M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

SilverOak Wealth Management held 4,881 shares of UnitedHealth worth $2.03M as of Q2 2026.
SilverOak Wealth Management bought 92 UnitedHealth shares in Q2 2026, an estimated $34.1K.
UnitedHealth made up 0.26% of SilverOak Wealth Management's portfolio in Q2 2026, its #39 holding.
SilverOak Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
SilverOak Wealth Management's UnitedHealth position peaked at $2.64M in Q3 2024.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.