Grandview Asset Management’s UnitedHealth UNH Stock Holding History

Grandview Asset Management’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	$532K	Sell	1,965 -1,413	-42%	-$421K	0.16%	85
2025 Q4	$1.12M	Buy	3,378 +556	+20%	+$188K	0.31%	56
2025 Q3	$974K	Buy	2,822 +1,784	+172%	+$540K	0.27%	60
2025 Q2	$324K	Buy	+1,038	New	+$397K	0.1%	105
2021 Q2	–	Sell	-108	Closed	-$40K	–	440
2021 Q1	$40K	Buy	+108	New	+$37.4K	0.02%	227
2020 Q1	–	Sell	-689	Closed	-$202K	–	74
2019 Q4	$202K	Buy	+689	New	+$180K	0.19%	85

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

Grandview Asset Management's UNH Position: Q1 2026 in Review

Grandview Asset Management reduced its UnitedHealth (UNH) stake by 42% in Q1 2026, selling an estimated $421K and leaving 1,965 shares worth $532K. The position accounts for 0.16% of the portfolio, ranked #85.

Grandview Asset Management first reported a position in UNH in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.12M in Q4 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Grandview Asset Management held 1,965 shares of UnitedHealth worth $532K as of Q1 2026.
Grandview Asset Management sold 1,413 UnitedHealth shares in Q1 2026, an estimated $421K.
UnitedHealth made up 0.16% of Grandview Asset Management's portfolio in Q1 2026, its #85 holding.
Grandview Asset Management first reported a position in UnitedHealth in Q4 2019 and has held it in 6 quarters since.
Grandview Asset Management's UnitedHealth position peaked at $1.12M in Q4 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.