Grassi Investment Management’s UnitedHealth UNH Stock Holding History

Grassi Investment 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
2025 Q2	$473K	Buy	1,517 +167	+12%	+$63.8K	0.04%	96
2025 Q1	$707K	Buy	1,350 +565	+72%	+$289K	0.07%	84
2024 Q4	$397K	Hold	785	–	–	0.03%	101
2024 Q3	$459K	Sell	785 -100	-11%	-$56.6K	0.04%	98
2024 Q2	$451K	Sell	885 -350	-28%	-$172K	0.04%	101
2024 Q1	$611K	Buy	1,235 +350	+40%	+$178K	0.06%	90
2023 Q4	$466K	Hold	885	–	–	0.05%	94
2023 Q3	$446K	Hold	885	–	–	0.05%	92
2023 Q2	$425K	Buy	885 +200	+29%	+$97.8K	0.05%	97
2023 Q1	$324K	Buy	685 +100	+17%	+$48.3K	0.04%	101
2022 Q4	$310K	Hold	585	–	–	0.04%	98
2022 Q3	$295K	Buy	585 +100	+21%	+$52.6K	0.04%	103
2022 Q2	$249K	Buy	+485	New	+$244K	0.03%	113

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Grassi Investment Management's UNH Position: Q2 2025 in Review

Grassi Investment Management increased its UnitedHealth (UNH) stake by 12% in Q2 2025, buying an estimated $63.8K and bringing the position to 1,517 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #96.

Grassi Investment Management first reported a position in UNH in Q2 2022 and has held it in 13 quarters since. The position peaked at $707K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Grassi Investment Management held 1,517 shares of UnitedHealth worth $473K as of Q2 2025.
Grassi Investment Management bought 167 UnitedHealth shares in Q2 2025, an estimated $63.8K.
UnitedHealth made up 0.04% of Grassi Investment Management's portfolio in Q2 2025, its #96 holding.
Grassi Investment Management first reported a position in UnitedHealth in Q2 2022 and has held it in 13 quarters since.
Grassi Investment Management's UnitedHealth position peaked at $707K in Q1 2025.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.