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Groesbeck Investment Management’s UnitedHealth UNH Stock Holding History

Groesbeck Investment 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
Q2 		$436K Hold
1,050
– – 0.69% 36
2026
Q1 		$284K Hold
1,050
– – 0.55% 46
2025
Q4 		$347K Sell
1,050
-120
-10% -$40.7K 0.65% 39
2025
Q3 		$404K Hold
1,170
– – 0.79% 38
2025
Q2 		$365K Sell
1,170
-1,594
-58% -$609K 0.64% 43
2025
Q1 		$1.45M Sell
2,764
-182
-6% -$93K 2.03% 14
2024
Q4 		$1.49M Sell
2,946
-350
-11% -$199K 1.94% 15
2024
Q3 		$1.93M Sell
3,296
-700
-18% -$396K 2.83% 9
2024
Q2 		$2.04M Buy
3,996
+150
+4% +$73.5K 2.82% 7
2024
Q1 		$1.9M Hold
3,846
– – 2.03% 11
2023
Q4 		$2.02M Hold
3,846
– – 2.8% 7
2023
Q3 		$1.94M Buy
3,846
+283
+8% +$139K 2.94% 7
2023
Q2 		$1.71M Sell
3,563
-297
-8% -$145K 2.61% 8
2023
Q1 		$1.82M Sell
3,860
-200
-5% -$96.5K 2.73% 9
2022
Q4 		$2.15M Buy
4,060
+25
+0.6% +$13.2K 3.61% 3
2022
Q3 		$2.07M Hold
4,035
– – 3.42% 4
2022
Q2 		$2.07M Sell
4,035
-270
-6% -$136K 3.42% 4
2022
Q1 		$2.19M Sell
4,305
-5
-0.1% -$2.41K 2.46% 10
2021
Q4 		$2.16M Hold
4,310
– – 2.75% 9
2021
Q3 		$1.68M Sell
4,310
-640
-13% -$265K 1.94% 12
2021
Q2 		$1.98M Buy
4,950
+547
+12% +$218K 2.53% 7
2021
Q1 		$1.64M Buy
4,403
+270
+7% +$93.6K 2.36% 10
2020
Q4 		$1.45M Sell
4,133
-344
-8% -$115K 2.37% 10
2020
Q3 		$1.4M Hold
4,477
– – 2.62% 9
2020
Q2 		$1.32M Buy
4,477
+49
+1% +$14K 2.62% 8
2020
Q1 		$1.1M Sell
4,428
-12,133
-73% -$3.34M 2.96% 7
2019
Q4 		$4.87M Sell
16,561
-636
-4% -$166K 3.6% 7
2019
Q3 		$3.74M Buy
17,197
+595
+4% +$144K 2.8% 9
2019
Q2 		$4.05M Sell
16,602
-1,795
-10% -$432K 3.29% 5
2019
Q1 		$4.55M Sell
18,397
-425
-2% -$108K 3.47% 5
2018
Q4 		$4.69M Sell
18,822
-2,152
-10% -$568K 4% 5
2018
Q3 		$5.58M Sell
20,974
-280
-1% -$72.8K 3.79% 3
2018
Q2 		$5.21M Sell
21,254
-7,442
-26% -$1.79M 3.65% 4
2018
Q1 		$6.14M Sell
28,696
-40
-0.1% -$9.14K 4.45% 2
2017
Q4 		$6.33M Sell
28,736
-46
-0.2% -$9.75K 4.45% 2
2017
Q3 		$5.64M Sell
28,782
-5,169
-15% -$999K 4.05% 2
2017
Q2 		$6.29M Sell
33,951
-391
-1% -$68.6K 4.66% 1
2017
Q1 		$5.63M Buy
34,342
+1,314
+4% +$215K 4.19% 2
2016
Q4 		$5.29M Sell
33,028
-193
-0.6% -$28.8K 4.13% 3
2016
Q3 		$4.65M Sell
33,221
-6,365
-16% -$891K 3.45% 2
2016
Q2 		$5.59M Sell
39,586
-107
-0.3% -$14.3K 4.08% 2
2016
Q1 		$5.12M Sell
39,693
-1,350
-3% -$160K 3.66% 5
2015
Q4 		$4.83M Sell
41,043
-5,852
-12% -$684K 3.07% 9
2015
Q3 		$5.44M Sell
46,895
-2,438
-5% -$292K 3.43% 5
2015
Q2 		$6.02M Sell
49,333
-5,670
-10% -$671K 2.89% 8
2015
Q1 		$6.51M Sell
55,003
-4,153
-7% -$461K 3.15% 6
2014
Q4 		$5.98M Sell
59,156
-4,752
-7% -$450K 2.93% 6
2014
Q3 		$5.51M Sell
63,908
-10,037
-14% -$848K 2.62% 7
2014
Q2 		$6.04M Sell
73,945
-4,333
-6% -$341K 2.63% 8
2014
Q1 		$6.42M Sell
78,278
-5,954
-7% -$448K 2.89% 9
2013
Q4 		$6.34M Sell
84,232
-3,374
-4% -$242K 2.64% 11
2013
Q3 		$6.27M Buy
87,606
+22,157
+34% +$1.59M 2.72% 12
2013
Q2 		$4.29M Buy
+65,449
New +$4.07M 1.81% 25

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Groesbeck Investment Management's UNH Position: Q2 2026 in Review

Groesbeck Investment Management held its UnitedHealth (UNH) position steady in Q2 2026 at 1,050 shares worth $436K. The position accounts for 0.69% of the portfolio, ranked #36.

Groesbeck Investment Management first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.51M in Q1 2015. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Groesbeck Investment Management held 1,050 shares of UnitedHealth worth $436K as of Q2 2026.
  • Groesbeck Investment Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.69% of Groesbeck Investment Management's portfolio in Q2 2026, its #36 holding.
  • Groesbeck Investment Management first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Groesbeck Investment Management's UnitedHealth position peaked at $6.51M in Q1 2015.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.