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Gray Private Wealth, LLC

SEC CIK
0001928877
Latest filing
Jul 24, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Gray Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
503
Value
$209.1K
% of portfolio
0.1%
Quarters held
6
Since Q1 2024
Holdings of UNH by Gray Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026503$209.1K0.1%+503NewHolders
Q2 20250$00.0%−426−100.0%Sold outHolders
Q1 2025426$223.2K0.1%−19−4.3%ReducedHolders
Q4 2024445$225.2K0.1%−17−3.7%ReducedHolders
Q3 2024462$270.2K0.2%−9−1.9%ReducedHolders
Q2 2024471$239.9K0.2%00.0%UnchangedHolders
Q1 2024471$233.1K0.2%–No prior filingHolders