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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
Q2 		$615K Hold
1,479
– – 0.08% 84
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gratus Wealth Advisors's UNH Position: Q2 2026 in Review

Gratus Wealth Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 1,479 shares worth $615K. The position accounts for 0.08% of the portfolio, ranked #84.

Gratus Wealth Advisors first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.42M in Q3 2024. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Gratus Wealth Advisors held 1,479 shares of UnitedHealth worth $615K as of Q2 2026.
  • Gratus Wealth Advisors left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.08% of Gratus Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Gratus Wealth Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Gratus Wealth Advisors's UnitedHealth position peaked at $1.42M in Q3 2024.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.