Greenspring Advisors’s UnitedHealth UNH Stock Holding History

Greenspring Advisors’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 Q1	$865K	Sell	3,197 -206	-6%	-$61.3K	0.05%	136
2025 Q4	$1.12M	Buy	+3,403	New	+$1.15M	0.07%	116
2025 Q1	$252K	Hold	482	–	–	0.06%	80
2024 Q4	$244K	Sell	482 -60	-11%	-$34.1K	0.05%	79
2024 Q3	$317K	Buy	+542	New	+$307K	0.07%	65
2023 Q1	–	Sell	-406	Closed	-$215K	–	128
2022 Q4	$215K	Sell	406 -97	-19%	-$51.4K	0.06%	103
2022 Q3	$254K	Sell	503 -15	-3%	-$7.89K	0.08%	88
2022 Q2	$265K	Sell	518 -23	-4%	-$11.6K	0.08%	89
2022 Q1	$276K	Hold	541	–	–	0.07%	85
2021 Q4	$272K	Buy	+541	New	+$245K	0.07%	91

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Greenspring Advisors's UNH Position: Q1 2026 in Review

Greenspring Advisors reduced its UnitedHealth (UNH) stake by 6.1% in Q1 2026, selling an estimated $61.3K and leaving 3,197 shares worth $865K. The position accounts for 0.05% of the portfolio, ranked #136.

Greenspring Advisors first reported a position in UNH in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Greenspring Advisors held 3,197 shares of UnitedHealth worth $865K as of Q1 2026.
Greenspring Advisors sold 206 UnitedHealth shares in Q1 2026, an estimated $61.3K.
UnitedHealth made up 0.05% of Greenspring Advisors's portfolio in Q1 2026, its #136 holding.
Greenspring Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 10 quarters since.
Greenspring Advisors's UnitedHealth position peaked at $1.12M in Q4 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.