SEC 13F Intelligence

Greystone Financial Group, LLC / UNH

Greystone Financial Group, LLC’s Unitedhealth Group Inc Position

Does Greystone Financial Group, LLC own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 17.5K shares worth $9M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$9M
Q1 2025
Shares
17.5K
% of Portfolio
+1.66%
Quarters Held
6
position exited

Position History UNH

Reported value by quarter
Q4 ’20: $6MQ4 ’20Q1 ’21: $7MQ1 ’21Q2 ’21: $7MQ2 ’21Q3 ’21: $5MQ3 ’21Q1 ’24: $1MQ1 ’24Q1 ’25: $9MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202517.5K$9M+1.66%
Q1 20242.5K$1M+0.25%
Q3 202113.2K$5M+1.54%
Q2 202117.3K$7M+1.72%
Q1 202117.2K$7M+1.78%
Q4 202017.1K$6M+1.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of UNH.