Greatmark Investment Partners’s UnitedHealth UNH Stock Holding History

Greatmark Investment Partners’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	$318K	Hold	765	–	–	0.04%	130
2026 Q1	$207K	Hold	765	–	–	0.02%	142
2025 Q4	$253K	Hold	765	–	–	0.03%	131
2025 Q3	$264K	Sell	765 -45	-6%	-$13.6K	0.03%	127
2025 Q2	$253K	Buy	810 +75	+10%	+$28.7K	0.03%	129
2025 Q1	$385K	Buy	735 +100	+16%	+$51.1K	0.05%	103
2024 Q4	$321K	Sell	635 -20	-3%	-$11.4K	0.04%	115
2024 Q3	$383K	Sell	655 -10	-2%	-$5.66K	0.05%	102
2024 Q2	$339K	Hold	665	–	–	0.05%	102
2024 Q1	$329K	Sell	665 -29	-4%	-$14.7K	0.05%	104
2023 Q4	$365K	Buy	694 +54	+8%	+$28.8K	0.06%	101
2023 Q3	$323K	Hold	640	–	–	0.06%	102
2023 Q2	$308K	Sell	640 -5	-0.8%	-$2.44K	0.05%	111
2023 Q1	$305K	Hold	645	–	–	0.05%	106
2022 Q4	$342K	Hold	645	–	–	0.06%	98
2022 Q3	$326K	Buy	645 +10	+2%	+$5.26K	0.06%	101
2022 Q2	$326K	Buy	635 +43	+7%	+$21.6K	0.06%	110
2022 Q1	$302K	Hold	592	–	–	0.05%	115
2021 Q4	$297K	Hold	592	–	–	0.05%	117
2021 Q3	$231K	Sell	592 -4	-0.7%	-$1.66K	0.04%	127
2021 Q2	$239K	Hold	596	–	–	0.04%	124
2021 Q1	$222K	Hold	596	–	–	0.04%	125
2020 Q4	$209K	Buy	+596	New	+$200K	0.05%	120

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Greatmark Investment Partners's UNH Position: Q2 2026 in Review

Greatmark Investment Partners held its UnitedHealth (UNH) position steady in Q2 2026 at 765 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #130.

Greatmark Investment Partners first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $385K in Q1 2025. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Greatmark Investment Partners held 765 shares of UnitedHealth worth $318K as of Q2 2026.
Greatmark Investment Partners left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.04% of Greatmark Investment Partners's portfolio in Q2 2026, its #130 holding.
Greatmark Investment Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
Greatmark Investment Partners's UnitedHealth position peaked at $385K in Q1 2025.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.