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UNH icon

Greenwood Gearhart’s UnitedHealth UNH Stock Holding History

Greenwood Gearhart’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 		$302K Buy
+726
New +$269K 0.01% 135
2025
Q3 		– Sell
-690
Closed -$215K – 107
2025
Q2 		$215K Sell
690
-35
-5% -$13.4K 0.01% 100
2025
Q1 		$379K Sell
725
-1,062
-59% -$543K 0.03% 86
2024
Q4 		$904K Buy
1,787
+846
+90% +$481K 0.06% 73
2024
Q3 		$550K Sell
941
-19
-2% -$10.7K 0.05% 74
2024
Q2 		$489K Sell
960
-11
-1% -$5.39K 0.05% 77
2024
Q1 		$480K Buy
971
+11
+1% +$5.59K 0.05% 76
2023
Q4 		$505K Hold
960
– – 0.05% 65
2023
Q3 		$484K Sell
960
-30
-3% -$14.8K 0.06% 71
2023
Q2 		$476K Sell
990
-92
-9% -$45K 0.06% 70
2023
Q1 		$511K Sell
1,082
-128
-11% -$61.8K 0.07% 69
2022
Q4 		$642K Sell
1,210
-27
-2% -$14.3K 0.09% 69
2022
Q3 		$625K Sell
1,237
-70
-5% -$36.8K 0.1% 64
2022
Q2 		$671K Buy
1,307
+4
+0.3% +$2.01K 0.11% 65
2022
Q1 		$664K Hold
1,303
– – 0.09% 68
2021
Q4 		$654K Buy
+1,303
New +$590K 0.09% 65

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Greenwood Gearhart's UNH Position: Q2 2026 in Review

Greenwood Gearhart opened a new position in UnitedHealth (UNH) in Q2 2026: 726 shares worth $302K. The stake represents 0.01% of the portfolio and ranks #135 among its holdings. This is a return to the name: Greenwood Gearhart previously reported a position in UNH as recently as Q2 2025.

Greenwood Gearhart first reported a position in UNH in Q4 2021 and has held it in 16 quarters since. The position peaked at $904K in Q4 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Greenwood Gearhart held 726 shares of UnitedHealth worth $302K as of Q2 2026.
  • UnitedHealth was a new Greenwood Gearhart position in Q2 2026.
  • UnitedHealth made up 0.01% of Greenwood Gearhart's portfolio in Q2 2026, its #135 holding.
  • Greenwood Gearhart first reported a position in UnitedHealth in Q4 2021 and has held it in 16 quarters since.
  • Greenwood Gearhart's UnitedHealth position peaked at $904K in Q4 2024.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.