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Greenfield Savings Bank’s UnitedHealth UNH Stock Holding History

Greenfield Savings Bank’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 		$2.64M Sell
6,358
-778
-11% -$288K 1% 30
2026
Q1 		$1.93M Buy
7,136
+99
+1% +$29.5K 0.82% 37
2025
Q4 		$2.32M Buy
7,037
+78
+1% +$26.4K 0.98% 29
2025
Q3 		$2.4M Buy
6,959
+686
+11% +$207K 1.01% 27
2025
Q2 		$1.96M Buy
6,273
+322
+5% +$123K 0.89% 34
2025
Q1 		$3.12M Buy
5,951
+64
+1% +$32.7K 1.53% 17
2024
Q4 		$2.98M Sell
5,887
-60
-1% -$34.1K 1.43% 18
2024
Q3 		$3.48M Sell
5,947
-231
-4% -$131K 1.65% 15
2024
Q2 		$3.15M Sell
6,178
-38
-0.6% -$18.6K 1.62% 14
2024
Q1 		$3.08M Sell
6,216
-218
-3% -$111K 1.62% 13
2023
Q4 		$3.39M Buy
6,434
+18
+0.3% +$9.6K 1.96% 11
2023
Q3 		$3.23M Sell
6,416
-5
-0.1% -$2.46K 2.03% 8
2023
Q2 		$3.09M Buy
6,421
+140
+2% +$68.5K 2.09% 5
2023
Q1 		$2.97M Sell
6,281
-34
-0.5% -$16.4K 1.93% 8
2022
Q4 		$3.35M Sell
6,315
-39
-0.6% -$20.7K 2.21% 6
2022
Q3 		$3.21M Sell
6,354
-59
-0.9% -$31K 2.32% 4
2022
Q2 		$3.29M Buy
+6,413
New +$3.22M 2.21% 3

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Greenfield Savings Bank's UNH Position: Q2 2026 in Review

Greenfield Savings Bank reduced its UnitedHealth (UNH) stake by 11% in Q2 2026, selling an estimated $288K and leaving 6,358 shares worth $2.64M. The position accounts for 1% of the portfolio, ranked #30.

Greenfield Savings Bank first reported a position in UNH in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.48M in Q3 2024. 1,688 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Greenfield Savings Bank held 6,358 shares of UnitedHealth worth $2.64M as of Q2 2026.
  • Greenfield Savings Bank sold 778 UnitedHealth shares in Q2 2026, an estimated $288K.
  • UnitedHealth made up 1% of Greenfield Savings Bank's portfolio in Q2 2026, its #30 holding.
  • Greenfield Savings Bank first reported a position in UnitedHealth in Q2 2022 and has held it in 17 quarters since.
  • Greenfield Savings Bank's UnitedHealth position peaked at $3.48M in Q3 2024.
  • 1,688 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Greenfield Savings Bank's 13F filing for Q2 2026, filed 7 Jul 2026.