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 Q2	$909K	Buy	2,186 +221	+11%	+$81.9K	0.23%	66
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Grandview Asset Management's UNH Position: Q2 2026 in Review

Grandview Asset Management increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $81.9K and bringing the position to 2,186 shares worth $909K. The position accounts for 0.23% of the portfolio, ranked #66.

Grandview Asset Management first reported a position in UNH in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.12M in Q4 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Grandview Asset Management held 2,186 shares of UnitedHealth worth $909K as of Q2 2026.
Grandview Asset Management bought 221 UnitedHealth shares in Q2 2026, an estimated $81.9K.
UnitedHealth made up 0.23% of Grandview Asset Management's portfolio in Q2 2026, its #66 holding.
Grandview Asset Management first reported a position in UnitedHealth in Q4 2019 and has held it in 7 quarters since.
Grandview Asset Management's UnitedHealth position peaked at $1.12M in Q4 2025.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.