UnitedHealth (UNH)William Blair Investment Management, LLC reduced its stake -150K shares

523K

Shares reported · -150K vs prior quarter

0.65%

Disclosed portfolio weight

$218M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 12, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed purchase of UNH — reported range $15,001 - $50,000
2. Jun 4, 2026Congress · 2 peopleMembers of Congress: 1 purchase, 1 sale
3. Jun 12, 2026Congress · 1 personMembers of Congress: 2 sales
4. Jul 10, 2026CongressDisclosed sale of UNH — reported range $1,001 - $15,000
5. Jul 16, 2026Company filing · Form 8-K · ResultsReported its results
6. Jul 28, 2026Federal contract · $988.2M obligatedDepartment of Veterans Affairs awarded UnitedHealth: $988M obligated to date
7. Jul 28, 2026Federal contract · $858.3M obligatedDepartment of Veterans Affairs awarded UnitedHealth: $858M obligated to date
8. Jul 28, 2026Federal contract · $848.8M obligatedDepartment of Veterans Affairs awarded UnitedHealth: $849M obligated to date
9. Jul 30, 2026CongressDisclosed sale of UNH — reported range $1,001 - $15,000
10. Jul 31, 2026Federal contract · $962.2M obligatedDepartment of Veterans Affairs awarded UnitedHealth: $962M obligated to date
11. Jul 31, 2026Federal contract · $919.0M obligatedDepartment of Veterans Affairs awarded UnitedHealth: $919M obligated to date
12. Jul 31, 2026Federal contract · $918.5M obligatedDepartment of Veterans Affairs awarded UnitedHealth: $918M obligated to date
13. Aug 5, 2026InsiderCEO sold ~$205K of UNH shares in the open market
14. Aug 7, 20265% stakeSTATE STREET CORPORATION reported a passive stake (13G) of 5.0%

What came next

1. Aug 21, 2026InsiderCEO sold ~$456K of UNH shares in the open market
2. Sep 10, 2026Congress · 1 personMembers of Congress: 2 sales
3. Sep 24, 2026CongressDisclosed partial sale of UNH — reported range $1,001 - $15,000

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for UnitedHealth

For UnitedHealth, OQRO holds 4 insider filings (SEC Form 4 or Form 144), 7 Congress trade reports, 149 fund holdings reports (13F) and 6 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its UNH page.

How this filing works

• SEC Form 13F

Other disclosures at UnitedHealth

• House Clerk periodic transaction reportOct 7, 2026
• House Clerk periodic transaction reportSep 25, 2026
• House Clerk periodic transaction reportSep 25, 2026
• SEC Form 4Aug 25, 2026
• SEC Form 144Aug 21, 2026
• SEC Form 13F-HRAug 17, 2026

Everything OQRO holds on this company is on its UNH page.