SEC 13F Intelligence

Running Oak Capital LLC / UNH

Running Oak Capital LLC’s Unitedhealth Group Inc Position

Does Running Oak Capital LLC own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 23.3K shares worth $12M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q4 2024
Shares
23.3K
% of Portfolio
+1.54%
Quarters Held
15
position exited

Position History UNH

Reported value by quarter
Q2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $5MQ4 ’20Q1 ’21: $6MQ2 ’21: $358,000Q2 ’21Q3 ’22: $6MQ4 ’22: $7MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ2 ’23Q3 ’23: $7MQ4 ’23: $8MQ4 ’23Q1 ’24: $9MQ2 ’24: $11MQ2 ’24Q3 ’24: $12MQ4 ’24: $12MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202423.3K$12M+1.54%
Q3 202420.9K$12M+1.66%
Q2 202421.9K$11M+1.73%
Q1 202418.3K$9M+1.45%
Q4 202316.1K$8M+1.67%
Q3 202313.7K$7M+1.77%
Q2 202313.6K$7M+1.60%
Q1 202312.3K$6M+1.65%
Q4 202212.6K$7M+1.97%
Q3 202211.7K$6M+2.05%
Q2 2021895$358,000+0.20%
Q1 202115.6K$6M+1.77%
Q4 202015.1K$5M+1.77%
Q3 202015.6K$5M+1.77%
Q2 202015.0K$4M+1.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Running Oak Capital LLC’s full portfolio or all institutional holders of UNH.