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Crescent Grove Advisors’s UnitedHealth UNH Stock Holding History

Crescent Grove Advisors’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 		$366K Buy
1,352
+88
+7% +$26.2K 0.04% 208
2025
Q4 		$417K Buy
1,264
+2
+0.2% +$678 0.04% 196
2025
Q3 		$436K Hold
1,262
– – 0.04% 185
2025
Q2 		$394K Sell
1,262
-19
-1% -$7.26K 0.04% 185
2025
Q1 		$671K Buy
1,281
+30
+2% +$15.3K 0.07% 138
2024
Q4 		$633K Buy
1,251
+65
+5% +$36.9K 0.06% 145
2024
Q3 		$694K Sell
1,186
-116
-9% -$65.6K 0.07% 140
2024
Q2 		$663K Sell
1,302
-2,399
-65% -$1.18M 0.07% 141
2024
Q1 		$1.83M Buy
3,701
+1
+0% +$508 0.19% 78
2023
Q4 		$1.95M Sell
3,700
-77
-2% -$41.1K 0.22% 68
2023
Q3 		$1.9M Sell
3,777
-372
-9% -$183K 0.24% 70
2023
Q2 		$1.99M Sell
4,149
-89
-2% -$43.5K 0.21% 69
2023
Q1 		$2M Buy
4,238
+9
+0.2% +$4.34K 0.23% 64
2022
Q4 		$2.24M Buy
4,229
+308
+8% +$163K 0.23% 65
2022
Q3 		$1.98M Sell
3,921
-341
-8% -$179K 0.23% 57
2022
Q2 		$2.19M Buy
4,262
+381
+10% +$191K 0.23% 56
2022
Q1 		$1.98M Sell
3,881
-222
-5% -$107K 0.19% 62
2021
Q4 		$2.06M Buy
4,103
+2,858
+230% +$1.29M 0.19% 62
2021
Q3 		$486K Hold
1,245
– – 0.05% 158
2021
Q2 		$499K Buy
+1,245
New +$496K 0.05% 152
2020
Q4 		– Sell
-690
Closed -$215K – 187
2020
Q3 		$215K Hold
690
– – 0.04% 155
2020
Q2 		$204K Buy
+690
New +$198K 0.04% 142
2019
Q3 		– Sell
-1,289
Closed -$315K – 164
2019
Q2 		$315K Buy
+1,289
New +$310K 0.06% 119
2019
Q1 		– Sell
-1,496
Closed -$373K – 168
2018
Q4 		$373K Buy
+1,496
New +$395K 0.08% 108

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

Crescent Grove Advisors's UNH Position: Q1 2026 in Review

Crescent Grove Advisors increased its UnitedHealth (UNH) stake by 7% in Q1 2026, buying an estimated $26.2K and bringing the position to 1,352 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #208.

Crescent Grove Advisors first reported a position in UNH in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.24M in Q4 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Crescent Grove Advisors held 1,352 shares of UnitedHealth worth $366K as of Q1 2026.
  • Crescent Grove Advisors bought 88 UnitedHealth shares in Q1 2026, an estimated $26.2K.
  • UnitedHealth made up 0.04% of Crescent Grove Advisors's portfolio in Q1 2026, its #208 holding.
  • Crescent Grove Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 24 quarters since.
  • Crescent Grove Advisors's UnitedHealth position peaked at $2.24M in Q4 2022.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.