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Gries Financial’s UnitedHealth UNH Stock Holding History

Gries Financial’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
Q3 		$595K Buy
1,724
+124
+8% +$37.5K 0.09% 167
2025
Q2 		$499K Sell
1,600
-3,356
-68% -$1.28M 0.09% 172
2025
Q1 		$2.6M Buy
4,956
+3,165
+177% +$1.62M 0.5% 37
2024
Q4 		$906K Buy
1,791
+172
+11% +$97.7K 0.16% 128
2024
Q3 		$947K Buy
1,619
+984
+155% +$557K 0.18% 127
2024
Q2 		$323K Sell
635
-1,026
-62% -$503K 0.07% 180
2024
Q1 		$822K Buy
+1,661
New +$844K 0.14% 132
2023
Q4 		– Sell
-551
Closed -$278K – 225
2023
Q3 		$278K Buy
551
+65
+13% +$32K 0.07% 162
2023
Q2 		$234K Hold
486
– – 0.06% 149
2023
Q1 		$230K Sell
486
-231
-32% -$111K 0.07% 156
2022
Q4 		$380K Buy
717
+14
+2% +$7.42K 0.13% 117
2022
Q3 		$355K Sell
703
-88
-11% -$46.3K 0.15% 113
2022
Q2 		$406K Buy
791
+96
+14% +$48.2K 0.19% 95
2022
Q1 		$354K Sell
695
-2,061
-75% -$994K 0.13% 120
2021
Q4 		$1.38M Sell
2,756
-2,352
-46% -$1.06M 0.57% 45
2021
Q3 		$2M Sell
5,108
-780
-13% -$323K 0.63% 45
2021
Q2 		$2.48M Sell
5,888
-36
-0.6% -$14.4K 0.8% 29
2021
Q1 		$2.42M Buy
+5,924
New +$2.05M 0.77% 36

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gries Financial's UNH Position: Q3 2025 in Review

Gries Financial increased its UnitedHealth (UNH) stake by 7.8% in Q3 2025, buying an estimated $37.5K and bringing the position to 1,724 shares worth $595K. The position accounts for 0.09% of the portfolio, ranked #167.

Gries Financial first reported a position in UNH in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.6M in Q1 2025. 3,167 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Gries Financial held 1,724 shares of UnitedHealth worth $595K as of Q3 2025.
  • Gries Financial bought 124 UnitedHealth shares in Q3 2025, an estimated $37.5K.
  • UnitedHealth made up 0.09% of Gries Financial's portfolio in Q3 2025, its #167 holding.
  • Gries Financial first reported a position in UnitedHealth in Q1 2021 and has held it in 18 quarters since.
  • Gries Financial's UnitedHealth position peaked at $2.6M in Q1 2025.
  • 3,167 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.