Greystone Financial Group’s UnitedHealth UNH Stock Holding History

Greystone Financial Group’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
2025 Q2	–	Sell	-17,462	Closed	-$9.15M	–	108
2025 Q1	$9.15M	Buy	+17,462	New	+$8.93M	1.66%	28
2024 Q2	–	Sell	-2,543	Closed	-$1.26M	–	109
2024 Q1	$1.26M	Buy	+2,543	New	+$1.29M	0.25%	55
2021 Q4	–	Sell	-13,218	Closed	-$5.17M	–	94
2021 Q3	$5.17M	Sell	13,218 -4,068	-24%	-$1.68M	1.54%	39
2021 Q2	$6.92M	Buy	17,286 +95	+0.6%	+$37.9K	1.72%	29
2021 Q1	$7.08M	Buy	17,191 +80	+0.5%	+$27.7K	1.78%	28
2020 Q4	$5.55M	Buy	+17,111	New	+$5.74M	1.51%	31

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Greystone Financial Group's UNH Position: Q2 2025 in Review

Greystone Financial Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 17,462 shares — an estimated $9.15M sold.

Greystone Financial Group first reported a position in UNH in Q4 2020 and held it in 6 quarters. The position peaked at $9.15M in Q1 2025. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Greystone Financial Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Greystone Financial Group sold 17,462 UnitedHealth shares in Q2 2025, an estimated $9.15M.
Greystone Financial Group first reported a position in UnitedHealth in Q4 2020 and held it in 6 quarters.
Greystone Financial Group's UnitedHealth position peaked at $9.15M in Q1 2025.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Greystone Financial Group's 13F filing for Q2 2025, filed 7 Aug 2025.