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UNH icon

Greenleaf Trust’s UnitedHealth UNH Stock Holding History

Greenleaf Trust’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 		$7.52M Buy
18,096
+1,857
+11% +$688K 0.07% 85
2026
Q1 		$4.39M Sell
16,239
-1,543
-9% -$460K 0.04% 111
2025
Q4 		$5.87M Sell
17,782
-393
-2% -$133K 0.05% 92
2025
Q3 		$6.28M Buy
18,175
+588
+3% +$178K 0.06% 85
2025
Q2 		$5.49M Sell
17,587
-4,971
-22% -$1.9M 0.05% 94
2025
Q1 		$11.8M Sell
22,558
-684
-3% -$350K 0.11% 62
2024
Q4 		$11.8M Buy
23,242
+261
+1% +$148K 0.11% 63
2024
Q3 		$13.4M Buy
22,981
+539
+2% +$305K 0.12% 56
2024
Q2 		$11.4M Sell
22,442
-762
-3% -$373K 0.11% 60
2024
Q1 		$11.5M Sell
23,204
-2,319
-9% -$1.18M 0.11% 59
2023
Q4 		$13.4M Buy
25,523
+1,069
+4% +$570K 0.14% 50
2023
Q3 		$12.3M Buy
24,454
+631
+3% +$311K 0.14% 46
2023
Q2 		$11.5M Sell
23,823
-712
-3% -$348K 0.12% 49
2023
Q1 		$11.6M Buy
24,535
+150
+0.6% +$72.4K 0.13% 50
2022
Q4 		$12.9M Buy
24,385
+671
+3% +$355K 0.16% 44
2022
Q3 		$12M Buy
23,714
+1,562
+7% +$821K 0.18% 41
2022
Q2 		$11.4M Sell
22,152
-290
-1% -$146K 0.17% 37
2022
Q1 		$11.4M Buy
22,442
+1,432
+7% +$691K 0.14% 41
2021
Q4 		$10.6M Buy
21,010
+1,725
+9% +$781K 0.12% 44
2021
Q3 		$7.54M Buy
19,285
+520
+3% +$215K 0.09% 51
2021
Q2 		$7.51M Buy
18,765
+710
+4% +$283K 0.09% 51
2021
Q1 		$6.72M Buy
18,055
+2,215
+14% +$768K 0.09% 53
2020
Q4 		$5.55M Buy
15,840
+667
+4% +$224K 0.07% 57
2020
Q3 		$4.73M Buy
15,173
+552
+4% +$170K 0.07% 57
2020
Q2 		$4.31M Buy
14,621
+1,966
+16% +$563K 0.08% 57
2020
Q1 		$3.16M Buy
12,655
+402
+3% +$111K 0.06% 61
2019
Q4 		$3.6M Buy
12,253
+73
+0.6% +$19.1K 0.06% 73
2019
Q3 		$2.65M Sell
12,180
-378
-3% -$91.2K 0.04% 81
2019
Q2 		$3.06M Sell
12,558
-827
-6% -$199K 0.05% 75
2019
Q1 		$3.31M Sell
13,385
-404
-3% -$103K 0.05% 69
2018
Q4 		$3.44M Buy
13,789
+1,704
+14% +$450K 0.07% 62
2018
Q3 		$3.21M Buy
12,085
+487
+4% +$127K 0.06% 74
2018
Q2 		$2.85M Buy
11,598
+2,461
+27% +$591K 0.05% 76
2018
Q1 		$1.96M Buy
9,137
+918
+11% +$210K 0.04% 95
2017
Q4 		$1.81M Buy
8,219
+240
+3% +$50.9K 0.04% 106
2017
Q3 		$1.56M Buy
7,979
+2,210
+38% +$427K 0.03% 111
2017
Q2 		$1.07M Buy
5,769
+473
+9% +$82.9K 0.02% 130
2017
Q1 		$869K Buy
5,296
+194
+4% +$31.8K 0.02% 114
2016
Q4 		$817K Buy
5,102
+1,673
+49% +$250K 0.02% 103
2016
Q3 		$480K Buy
+3,429
New +$480K 0.01% 124
2016
Q1 		– Sell
-1,871
Closed -$220K – 176
2015
Q4 		$220K Buy
+1,871
New +$219K 0.01% 155

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Greenleaf Trust's UNH Position: Q2 2026 in Review

Greenleaf Trust increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $688K and bringing the position to 18,096 shares worth $7.52M. The position accounts for 0.07% of the portfolio, ranked #85.

Greenleaf Trust first reported a position in UNH in Q4 2015 and has held it in 41 quarters since. The position peaked at $13.4M in Q4 2023. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Greenleaf Trust held 18,096 shares of UnitedHealth worth $7.52M as of Q2 2026.
  • Greenleaf Trust bought 1,857 UnitedHealth shares in Q2 2026, an estimated $688K.
  • UnitedHealth made up 0.07% of Greenleaf Trust's portfolio in Q2 2026, its #85 holding.
  • Greenleaf Trust first reported a position in UnitedHealth in Q4 2015 and has held it in 41 quarters since.
  • Greenleaf Trust's UnitedHealth position peaked at $13.4M in Q4 2023.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.