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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Freestone Grove Partners's UNH Position: Q1 2026 in Review

Freestone Grove Partners reduced its UnitedHealth (UNH) stake by 13% in Q1 2026, selling an estimated $7.88M and leaving 180,911 shares worth $49M. The position accounts for 0.35% of the portfolio, ranked #93.

Freestone Grove Partners first reported a position in UNH in Q4 2024 and has held it in 4 quarters since. The position peaked at $68.5M in Q4 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Freestone Grove Partners held 180,911 shares of UnitedHealth worth $49M as of Q1 2026.
Freestone Grove Partners sold 26,449 UnitedHealth shares in Q1 2026, an estimated $7.88M.
UnitedHealth made up 0.35% of Freestone Grove Partners's portfolio in Q1 2026, its #93 holding.
Freestone Grove Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 4 quarters since.
Freestone Grove Partners's UnitedHealth position peaked at $68.5M in Q4 2025.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.