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SkyOak Wealth’s UnitedHealth UNH Stock Holding History

SkyOak Wealth’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 		– Sell
-612
Closed -$202K – 275
2025
Q4 		$202K Sell
612
-30
-5% -$10.2K 0.04% 240
2025
Q3 		$222K Sell
642
-2,665
-81% -$806K 0.04% 226
2025
Q2 		$1.03M Sell
3,307
-94
-3% -$35.9K 0.21% 79
2025
Q1 		$1.78M Buy
3,401
+311
+10% +$159K 0.39% 60
2024
Q4 		$1.56M Buy
3,090
+139
+5% +$79K 0.33% 65
2024
Q3 		$1.73M Sell
2,951
-632
-18% -$357K 0.38% 62
2024
Q2 		$1.82M Buy
3,583
+246
+7% +$121K 0.43% 58
2024
Q1 		$1.65M Buy
3,337
+833
+33% +$423K 0.4% 59
2023
Q4 		$1.32M Buy
2,504
+45
+2% +$24K 0.34% 64
2023
Q3 		$1.24M Buy
2,459
+217
+10% +$107K 0.36% 61
2023
Q2 		$1.08M Buy
2,242
+155
+7% +$75.8K 0.3% 69
2023
Q1 		$986K Buy
2,087
+1,309
+168% +$632K 0.3% 71
2022
Q4 		$412K Sell
778
-383
-33% -$203K 0.14% 128
2022
Q3 		$586K Buy
1,161
+415
+56% +$218K 0.21% 104
2022
Q2 		$383K Sell
746
-467
-38% -$235K 0.13% 134
2022
Q1 		$619K Buy
1,213
+487
+67% +$235K 0.17% 109
2021
Q4 		$365K Sell
726
-70
-9% -$31.7K 0.09% 163
2021
Q3 		$311K Sell
796
-64
-7% -$26.5K 0.08% 168
2021
Q2 		$344K Hold
860
– – 0.09% 155
2021
Q1 		$339K Buy
+860
New +$298K 0.09% 155
2020
Q1 		– Sell
-2,194
Closed -$645K – 296
2019
Q4 		$645K Buy
+2,194
New +$574K 0.2% 113

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

SkyOak Wealth's UNH Position: Q1 2026 in Review

SkyOak Wealth sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 612 shares — an estimated $202K sold.

SkyOak Wealth first reported a position in UNH in Q4 2019 and held it in 21 quarters. The position peaked at $1.82M in Q2 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • SkyOak Wealth reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • SkyOak Wealth sold 612 UnitedHealth shares in Q1 2026, an estimated $202K.
  • SkyOak Wealth first reported a position in UnitedHealth in Q4 2019 and held it in 21 quarters.
  • SkyOak Wealth's UnitedHealth position peaked at $1.82M in Q2 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.