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Freestone Grove Partners’s UnitedHealth UNH Stock Holding History

Freestone Grove Partners’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 		$67.6M Sell
162,682
-18,229
-10% -$6.76M 0.43% 56
2026
Q1 		$49M Sell
180,911
-26,449
-13% -$7.88M 0.35% 93
2025
Q4 		$68.5M Buy
+207,360
New +$70.3M 0.49% 42
2025
Q2 		– Sell
-66,315
Closed -$34.7M – 862
2025
Q1 		$34.7M Sell
66,315
-30,330
-31% -$15.5M 0.36% 94
2024
Q4 		$48.9M Buy
+96,645
New +$54.9M 0.6% 50

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 $3.37T AUM 44.26% 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

Freestone Grove Partners's UNH Position: Q2 2026 in Review

Freestone Grove Partners reduced its UnitedHealth (UNH) stake by 10% in Q2 2026, selling an estimated $6.76M and leaving 162,682 shares worth $67.6M. The position accounts for 0.43% of the portfolio, ranked #56.

Freestone Grove Partners first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. The position peaked at $68.5M in Q4 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Freestone Grove Partners held 162,682 shares of UnitedHealth worth $67.6M as of Q2 2026.
  • Freestone Grove Partners sold 18,229 UnitedHealth shares in Q2 2026, an estimated $6.76M.
  • UnitedHealth made up 0.43% of Freestone Grove Partners's portfolio in Q2 2026, its #56 holding.
  • Freestone Grove Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
  • Freestone Grove Partners's UnitedHealth position peaked at $68.5M in Q4 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.