Greater Midwest Financial Group’s UnitedHealth UNH Stock Holding History

Greater Midwest Financial Group’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	$319K	Sell	768 -49	-6%	-$18.2K	0.16%	52
2026 Q1	$221K	Buy	817 +54	+7%	+$16.1K	0.12%	65
2025 Q4	$252K	Sell	763 -83	-10%	-$28.1K	0.14%	60
2025 Q3	$292K	Sell	846 -5,533	-87%	-$1.67M	0.19%	51
2025 Q2	$1.99M	Buy	6,379 +1,241	+24%	+$474K	1.52%	19
2025 Q1	$2.69M	Buy	5,138 +241	+5%	+$123K	1.88%	14
2024 Q4	$2.48M	Buy	4,897 +351	+8%	+$199K	1.57%	18
2024 Q3	$2.66M	Buy	4,546 +36	+0.8%	+$20.4K	1.56%	17
2024 Q2	$2.61M	Buy	4,510 +214	+5%	+$105K	1.66%	18
2024 Q1	$2.13M	Buy	4,296 +255	+6%	+$130K	1.33%	18
2023 Q4	$2.13M	Buy	+4,041	New	+$2.16M	1.45%	15

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Greater Midwest Financial Group's UNH Position: Q2 2026 in Review

Greater Midwest Financial Group reduced its UnitedHealth (UNH) stake by 6% in Q2 2026, selling an estimated $18.2K and leaving 768 shares worth $319K. The position accounts for 0.16% of the portfolio, ranked #52.

Greater Midwest Financial Group first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.69M in Q1 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Greater Midwest Financial Group held 768 shares of UnitedHealth worth $319K as of Q2 2026.
Greater Midwest Financial Group sold 49 UnitedHealth shares in Q2 2026, an estimated $18.2K.
UnitedHealth made up 0.16% of Greater Midwest Financial Group's portfolio in Q2 2026, its #52 holding.
Greater Midwest Financial Group first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Greater Midwest Financial Group's UnitedHealth position peaked at $2.69M in Q1 2025.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.