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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
Q2 		$1.38M Buy
3,329
+132
+4% +$48.9K 0.08% 119
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Greenspring Advisors's UNH Position: Q2 2026 in Review

Greenspring Advisors increased its UnitedHealth (UNH) stake by 4.1% in Q2 2026, buying an estimated $48.9K and bringing the position to 3,329 shares worth $1.38M. The position accounts for 0.08% of the portfolio, ranked #119.

Greenspring Advisors first reported a position in UNH in Q4 2021 and has held it in 11 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Greenspring Advisors held 3,329 shares of UnitedHealth worth $1.38M as of Q2 2026.
  • Greenspring Advisors bought 132 UnitedHealth shares in Q2 2026, an estimated $48.9K.
  • UnitedHealth made up 0.08% of Greenspring Advisors's portfolio in Q2 2026, its #119 holding.
  • Greenspring Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 11 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.