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Griffith & Werner’s UnitedHealth UNH Stock Holding History

Griffith & Werner’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 		$5.52M Buy
13,278
+788
+6% +$292K 2.59% 14
2026
Q1 		$3.38M Buy
12,490
+2,925
+31% +$871K 1.67% 25
2025
Q4 		$3.16M Buy
9,565
+115
+1% +$39K 1.61% 23
2025
Q3 		$3.04M Buy
+9,450
New +$2.86M 1.57% 25

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Griffith & Werner's UNH Position: Q2 2026 in Review

Griffith & Werner increased its UnitedHealth (UNH) stake by 6.3% in Q2 2026, buying an estimated $292K and bringing the position to 13,278 shares worth $5.52M. The position accounts for 2.59% of the portfolio, ranked #14.

Griffith & Werner first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Griffith & Werner held 13,278 shares of UnitedHealth worth $5.52M as of Q2 2026.
  • Griffith & Werner bought 788 UnitedHealth shares in Q2 2026, an estimated $292K.
  • UnitedHealth made up 2.59% of Griffith & Werner's portfolio in Q2 2026, its #14 holding.
  • Griffith & Werner first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.