Position in UNH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,487,955
+$469,725 QoQ
Shares Held
3,580
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,575
of 3,349 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Oak Asset Management, LLC holds $6,414,450 across 2 Healthcare Plans names. UNH ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
47,622 | $4,926,495 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
3,580 | $1,487,955 |
All Filings in UNH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,487,955 | 3,580 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,018,230 | 3,763 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,258,709 | 3,813 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,320,427 | 3,824 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,367,676 | 4,384 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,311,832 | 4,414 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,232,866 | 4,414 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,580,777 | 4,414 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,349,725 | 4,614 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,282,545 | 4,614 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,419,129 | 4,595 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,316,753 | 4,595 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,184,028 | 4,544 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,098,772 | 4,441 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,354,529 | 4,441 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,467,625 | 4,886 | Shares | Sole | 2022-10-19 | |
| 2022-03-31 | $2,481,514 | 4,866 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,536,309 | 5,051 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,984,959 | 5,080 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,050,252 | 5,120 | Shares | Sole | 2021-07-14 | |
| 2020-12-31 | $1,870,877 | 5,335 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,730,011 | 5,549 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,636,972 | 5,550 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,357,375 | 5,443 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||