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Graypoint LLC’s UnitedHealth UNH Stock Holding History

Graypoint LLC’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 		$1.6M Sell
5,115
-2,590
-34% -$990K 0.09% 157
2025
Q1 		$4.04M Sell
7,705
-795
-9% -$406K 0.25% 78
2024
Q4 		$4.3M Sell
8,500
-498
-6% -$283K 0.26% 71
2024
Q3 		$5.26M Buy
8,998
+749
+9% +$424K 0.34% 58
2024
Q2 		$4.2M Sell
8,249
-23
-0.3% -$11.3K 0.29% 65
2024
Q1 		$4.09M Sell
8,272
-639
-7% -$325K 0.3% 70
2023
Q4 		$4.69M Buy
8,911
+1,504
+20% +$802K 0.38% 61
2023
Q3 		$3.73M Buy
7,407
+895
+14% +$440K 0.35% 66
2023
Q2 		$3.13M Buy
6,512
+666
+11% +$326K 0.31% 66
2023
Q1 		$2.76M Buy
5,846
+1,292
+28% +$623K 0.3% 71
2022
Q4 		$2.41M Buy
4,554
+47
+1% +$24.9K 0.29% 79
2022
Q3 		$2.28M Buy
4,507
+978
+28% +$514K 0.29% 81
2022
Q2 		$1.81M Sell
3,529
-196
-5% -$98.4K 0.23% 84
2022
Q1 		$1.9M Buy
3,725
+819
+28% +$395K 0.19% 94
2021
Q4 		$1.46M Buy
2,906
+675
+30% +$306K 0.15% 110
2021
Q3 		$872K Buy
2,231
+538
+32% +$223K 0.11% 129
2021
Q2 		$678K Buy
1,693
+260
+18% +$104K 0.09% 142
2021
Q1 		$533K Buy
1,433
+11
+0.8% +$3.81K 0.08% 155
2020
Q4 		$499K Buy
+1,422
New +$477K 0.09% 143

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Graypoint LLC's UNH Position: Q2 2025 in Review

Graypoint LLC reduced its UnitedHealth (UNH) stake by 34% in Q2 2025, selling an estimated $990K and leaving 5,115 shares worth $1.6M. The position accounts for 0.09% of the portfolio, ranked #157.

Graypoint LLC first reported a position in UNH in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.26M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Graypoint LLC held 5,115 shares of UnitedHealth worth $1.6M as of Q2 2025.
  • Graypoint LLC sold 2,590 UnitedHealth shares in Q2 2025, an estimated $990K.
  • UnitedHealth made up 0.09% of Graypoint LLC's portfolio in Q2 2025, its #157 holding.
  • Graypoint LLC first reported a position in UnitedHealth in Q4 2020 and has held it in 19 quarters since.
  • Graypoint LLC's UnitedHealth position peaked at $5.26M in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.