Greenup Street Wealth Management’s UnitedHealth UNH Stock Holding History

Greenup Street Wealth Management’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	$373K	Buy	+897	New	+$332K	0.05%	104
2025 Q4	–	Sell	-674	Closed	-$233K	–	150
2025 Q3	$233K	Sell	674 -4,000	-86%	-$1.21M	0.04%	131
2025 Q2	$1.46M	Buy	4,674 +242	+5%	+$92.5K	0.25%	54
2025 Q1	$2.32M	Buy	+4,432	New	+$2.27M	0.46%	42

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Greenup Street Wealth Management's UNH Position: Q2 2026 in Review

Greenup Street Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 897 shares worth $373K. The stake represents 0.05% of the portfolio and ranks #104 among its holdings. This is a return to the name: Greenup Street Wealth Management previously reported a position in UNH as recently as Q3 2025.

Greenup Street Wealth Management first reported a position in UNH in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.32M in Q1 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Greenup Street Wealth Management held 897 shares of UnitedHealth worth $373K as of Q2 2026.
UnitedHealth was a new Greenup Street Wealth Management position in Q2 2026.
UnitedHealth made up 0.05% of Greenup Street Wealth Management's portfolio in Q2 2026, its #104 holding.
Greenup Street Wealth Management first reported a position in UnitedHealth in Q1 2025 and has held it in 4 quarters since.
Greenup Street Wealth Management's UnitedHealth position peaked at $2.32M in Q1 2025.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.