Grant Private Wealth Management’s UnitedHealth UNH Stock Holding History

Grant Private Wealth 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	$1.71M	Buy	4,117 +1,263	+44%	+$468K	0.72%	26
2026 Q1	$772K	Buy	2,854 +750	+36%	+$223K	0.41%	52
2025 Q4	$695K	Buy	2,104 +134	+7%	+$45.4K	0.42%	49
2025 Q3	$680K	Sell	1,970 -3,568	-64%	-$1.08M	0.42%	50
2025 Q2	$1.73M	Buy	5,538 +4,193	+312%	+$1.6M	0.98%	29
2025 Q1	$704K	Buy	1,345 +14	+1%	+$7.16K	0.76%	37
2024 Q4	$673K	Buy	+1,331	New	+$756K	0.73%	36

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Grant Private Wealth Management's UNH Position: Q2 2026 in Review

Grant Private Wealth Management increased its UnitedHealth (UNH) stake by 44% in Q2 2026, buying an estimated $468K and bringing the position to 4,117 shares worth $1.71M. The position accounts for 0.72% of the portfolio, ranked #26.

Grant Private Wealth Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q2 2025. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Grant Private Wealth Management held 4,117 shares of UnitedHealth worth $1.71M as of Q2 2026.
Grant Private Wealth Management bought 1,263 UnitedHealth shares in Q2 2026, an estimated $468K.
UnitedHealth made up 0.72% of Grant Private Wealth Management's portfolio in Q2 2026, its #26 holding.
Grant Private Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's UnitedHealth position peaked at $1.73M in Q2 2025.
568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.