Greykasell Wealth Strategies’s UnitedHealth UNH Stock Holding History

Greykasell Wealth Strategies’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	–	Sell	-453	Closed	-$150K	–	573
2025 Q4	$150K	Sell	453 -140	-24%	-$47.4K	0.06%	162
2025 Q3	$205K	Sell	593 -897	-60%	-$271K	0.09%	137
2025 Q2	$465K	Sell	1,490 -1,093	-42%	-$418K	0.22%	85
2025 Q1	$1.35M	Hold	2,583	–	–	0.72%	37
2024 Q4	$1.31M	Buy	+2,583	New	+$1.47M	0.73%	39

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

Greykasell Wealth Strategies's UNH Position: Q1 2026 in Review

Greykasell Wealth Strategies sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 453 shares — an estimated $150K sold.

Greykasell Wealth Strategies first reported a position in UNH in Q4 2024 and held it in 5 quarters. The position peaked at $1.35M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Greykasell Wealth Strategies reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Greykasell Wealth Strategies sold 453 UnitedHealth shares in Q1 2026, an estimated $150K.
Greykasell Wealth Strategies first reported a position in UnitedHealth in Q4 2024 and held it in 5 quarters.
Greykasell Wealth Strategies's UnitedHealth position peaked at $1.35M in Q1 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.