Elefante Mark B’s UnitedHealth UNH Stock Holding History

Elefante Mark B’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	$973K	Sell	3,596 -3,401	-49%	-$1.01M	0.54%	36
2025 Q4	$2.31M	Sell	6,997 -1,753	-20%	-$594K	1.42%	27
2025 Q3	$3.02M	Buy	8,750 +2,309	+36%	+$698K	1.93%	24
2025 Q2	$2.01M	Buy	6,441 +541	+9%	+$207K	1.51%	27
2025 Q1	$3.09M	Buy	5,900 +448	+8%	+$229K	2.45%	20
2024 Q4	$2.76M	Buy	+5,452	New	+$3.1M	2.52%	19
2020 Q2	$441K	Buy	1,495 +129	+9%	+$37K	1.49%	28
2020 Q1	$341K	Buy	1,366 +550	+67%	+$151K	1.49%	32
2019 Q4	$240K	Buy	+816	New	+$213K	0.87%	42

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Elefante Mark B's UNH Position: Q1 2026 in Review

Elefante Mark B reduced its UnitedHealth (UNH) stake by 49% in Q1 2026, selling an estimated $1.01M and leaving 3,596 shares worth $973K. The position accounts for 0.54% of the portfolio, ranked #36.

Elefante Mark B first reported a position in UNH in Q4 2019 and has held it in 9 quarters since. The position peaked at $3.09M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Elefante Mark B held 3,596 shares of UnitedHealth worth $973K as of Q1 2026.
Elefante Mark B sold 3,401 UnitedHealth shares in Q1 2026, an estimated $1.01M.
UnitedHealth made up 0.54% of Elefante Mark B's portfolio in Q1 2026, its #36 holding.
Elefante Mark B first reported a position in UnitedHealth in Q4 2019 and has held it in 9 quarters since.
Elefante Mark B's UnitedHealth position peaked at $3.09M in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Elefante Mark B's 13F filing for Q1 2026, filed 15 May 2026.