GWA
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Gratus Wealth Advisors’s UnitedHealth UNH Stock Holding History

Gratus Wealth Advisors’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 		$400K Hold
1,479
– – 0.06% 102
2025
Q4 		$488K Sell
1,479
-430
-23% -$146K 0.07% 92
2025
Q3 		$659K Sell
1,909
-139
-7% -$42K 0.09% 80
2025
Q2 		$639K Sell
2,048
-304
-13% -$116K 0.1% 78
2025
Q1 		$1.23M Hold
2,352
– – 0.2% 46
2024
Q4 		$1.19M Sell
2,352
-87
-4% -$49.4K 0.19% 51
2024
Q3 		$1.42M Sell
2,439
-46
-2% -$26K 0.23% 46
2024
Q2 		$1.4M Sell
2,485
-105
-4% -$51.5K 0.24% 41
2024
Q1 		$1.28M Buy
2,590
+211
+9% +$107K 0.23% 43
2023
Q4 		$1.25M Buy
+2,379
New +$1.27M 0.25% 46

Other funds holding UNH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return