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Griffin Asset Management’s UnitedHealth UNH Stock Holding History

Griffin Asset 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
Q1 		$1.81M Sell
6,703
-2,378
-26% -$708K 0.2% 103
2025
Q4 		$3M Sell
9,081
-6,978
-43% -$2.36M 0.32% 78
2025
Q3 		$5.55M Buy
16,059
+2,120
+15% +$641K 0.62% 46
2025
Q2 		$4.35M Sell
13,939
-3,026
-18% -$1.16M 0.51% 56
2025
Q1 		$8.89M Buy
16,965
+1,445
+9% +$739K 1.09% 32
2024
Q4 		$7.85M Sell
15,520
-505
-3% -$287K 0.92% 36
2024
Q3 		$9.37M Buy
16,025
+50
+0.3% +$28.3K 1.05% 33
2024
Q2 		$8.14M Buy
15,975
+520
+3% +$255K 0.94% 32
2024
Q1 		$7.65M Buy
15,455
+1,635
+12% +$831K 0.91% 34
2023
Q4 		$7.28M Buy
13,820
+986
+8% +$526K 0.92% 30
2023
Q3 		$6.47M Buy
12,834
+6,843
+114% +$3.37M 0.92% 33
2023
Q2 		$2.88M Sell
5,991
-240
-4% -$117K 0.39% 71
2023
Q1 		$2.94M Buy
6,231
+24
+0.4% +$11.6K 0.41% 66
2022
Q4 		$3.29M Sell
6,207
-483
-7% -$256K 0.5% 62
2022
Q3 		$3.38M Hold
6,690
– – 0.56% 54
2022
Q2 		$3.44M Sell
6,690
-5
-0.1% -$2.51K 0.55% 55
2022
Q1 		$3.41M Buy
6,695
+21
+0.3% +$10.1K 0.44% 63
2021
Q4 		$3.35M Buy
6,674
+1,065
+19% +$482K 0.42% 64
2021
Q3 		$2.19M Buy
5,609
+1,220
+28% +$505K 0.28% 92
2021
Q2 		$1.76M Sell
4,389
-5
-0.1% -$1.99K 0.21% 109
2021
Q1 		$1.64M Hold
4,394
– – 0.21% 103
2020
Q4 		$1.54M Buy
4,394
+24
+0.5% +$8.04K 0.2% 100
2020
Q3 		$1.36M Sell
4,370
-84
-2% -$25.8K 0.21% 95
2020
Q2 		$1.31M Buy
4,454
+12
+0.3% +$3.44K 0.21% 93
2020
Q1 		$1.11M Buy
4,442
+60
+1% +$16.5K 0.21% 93
2019
Q4 		$1.29M Buy
+4,382
New +$1.15M 0.18% 102
2019
Q3 		– Sell
-180
Closed -$44K – 464
2019
Q2 		$44K Buy
+180
New +$43.3K 0.01% 367

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Griffin Asset Management's UNH Position: Q1 2026 in Review

Griffin Asset Management reduced its UnitedHealth (UNH) stake by 26% in Q1 2026, selling an estimated $708K and leaving 6,703 shares worth $1.81M. The position accounts for 0.2% of the portfolio, ranked #103.

Griffin Asset Management first reported a position in UNH in Q2 2019 and has held it in 27 quarters since. The position peaked at $9.37M in Q3 2024. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Griffin Asset Management held 6,703 shares of UnitedHealth worth $1.81M as of Q1 2026.
  • Griffin Asset Management sold 2,378 UnitedHealth shares in Q1 2026, an estimated $708K.
  • UnitedHealth made up 0.2% of Griffin Asset Management's portfolio in Q1 2026, its #103 holding.
  • Griffin Asset Management first reported a position in UnitedHealth in Q2 2019 and has held it in 27 quarters since.
  • Griffin Asset Management's UnitedHealth position peaked at $9.37M in Q3 2024.
  • 3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Griffin Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.