UNH — UNITEDHEALTH GROUP INC

Ownership history in Oak Thistle LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Oak Thistle LLC reported a position in UNITEDHEALTH GROUP INC (UNH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.31% (2023 Q1)
Avg. % of fund
0.2%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,649 +2,487 +78.7% 0.30% $2.0M $340.35
2025 Q2 ADDED 3,162 +2,049 +184.1% 0.15% $986K $305.57
2024 Q4 ADDED 1,113 +542 +94.9% 0.17% $563K $489.89
2023 Q2 REDUCED 571 -534 -48.3% 0.14% $274K $454.96
2023 Q1 ADDED 1,105 +584 +112.1% 0.31% $522K $445.52
2022 Q1 INITIATED 521 — — 0.14% $266K $474.39
% of Fund (quarterly)    UNH price (monthly, adj. close)

Other funds also holding UNH

As of 2025 Q4 — sorted by position size

53 HOUSE LLP 3Y 7Y 39.93% NAYA CAPITAL MANAGEMENT UK LTD 3Y 7Y 22.69% OBERNDORF WILLIAM E 3Y 7Y 14.86% BAYBAN 11.86% Solel Partners LP 3Y 11.03% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 10.69% Michelson Medical Research Foundation, Inc. 3Y 9.93% MARSHFIELD ASSOCIATES 3Y 7Y 9.6% Seilern Investment Management Ltd 9.11% Rovida Advisors Inc. 3Y 7Y 8.93%
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