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William E. Oberndorf’s UnitedHealth UNH Stock Holding History

William E. Oberndorf’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 		$9.62M Hold
35,553
– – 18.03% 1
2025
Q4 		$11.7M Hold
35,553
– – 14.86% 4
2025
Q3 		$12.3M Buy
+35,553
New +$10.8M 16.55% 3

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

William E. Oberndorf's UNH Position: Q1 2026 in Review

William E. Oberndorf held its UnitedHealth (UNH) position steady in Q1 2026 at 35,553 shares worth $9.62M. The position accounts for 18.03% of the portfolio, ranked #1.

William E. Oberndorf first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.3M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • William E. Oberndorf held 35,553 shares of UnitedHealth worth $9.62M as of Q1 2026.
  • William E. Oberndorf left its UnitedHealth share count unchanged in Q1 2026.
  • UnitedHealth made up 18.03% of William E. Oberndorf's portfolio in Q1 2026, its #1 holding.
  • William E. Oberndorf first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • William E. Oberndorf's UnitedHealth position peaked at $12.3M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on William E. Oberndorf's 13F filing for Q1 2026, filed 14 May 2026.