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Gray Private Wealth’s UnitedHealth UNH Stock Holding History

Gray Private Wealth’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 		$209K Buy
+503
New +$186K 0.09% 56
2025
Q2 		– Sell
-426
Closed -$223K – 47
2025
Q1 		$223K Sell
426
-19
-4% -$9.71K 0.13% 36
2024
Q4 		$225K Sell
445
-17
-4% -$9.66K 0.13% 38
2024
Q3 		$270K Sell
462
-9
-2% -$5.09K 0.16% 31
2024
Q2 		$240K Hold
471
– – 0.15% 32
2024
Q1 		$233K Buy
+471
New +$239K 0.15% 32

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gray Private Wealth's UNH Position: Q2 2026 in Review

Gray Private Wealth opened a new position in UnitedHealth (UNH) in Q2 2026: 503 shares worth $209K. The stake represents 0.09% of the portfolio and ranks #56 among its holdings. This is a return to the name: Gray Private Wealth previously reported a position in UNH as recently as Q1 2025.

Gray Private Wealth first reported a position in UNH in Q1 2024 and has held it in 6 quarters since. The position peaked at $270K in Q3 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Gray Private Wealth held 503 shares of UnitedHealth worth $209K as of Q2 2026.
  • UnitedHealth was a new Gray Private Wealth position in Q2 2026.
  • UnitedHealth made up 0.09% of Gray Private Wealth's portfolio in Q2 2026, its #56 holding.
  • Gray Private Wealth first reported a position in UnitedHealth in Q1 2024 and has held it in 6 quarters since.
  • Gray Private Wealth's UnitedHealth position peaked at $270K in Q3 2024.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.