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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
Q2 		$495K Sell
1,190
-162
-12% -$60K 0.04% 186
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Crescent Grove Advisors's UNH Position: Q2 2026 in Review

Crescent Grove Advisors reduced its UnitedHealth (UNH) stake by 12% in Q2 2026, selling an estimated $60K and leaving 1,190 shares worth $495K. The position accounts for 0.04% of the portfolio, ranked #186.

Crescent Grove Advisors first reported a position in UNH in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.24M in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Crescent Grove Advisors held 1,190 shares of UnitedHealth worth $495K as of Q2 2026.
  • Crescent Grove Advisors sold 162 UnitedHealth shares in Q2 2026, an estimated $60K.
  • UnitedHealth made up 0.04% of Crescent Grove Advisors's portfolio in Q2 2026, its #186 holding.
  • Crescent Grove Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 25 quarters since.
  • Crescent Grove Advisors's UnitedHealth position peaked at $2.24M in Q4 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.