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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
Q2 		– Sell
-3,596
Closed -$973K – 62
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Elefante Mark B's UNH Position: Q2 2026 in Review

Elefante Mark B sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 3,596 shares — an estimated $973K sold.

Elefante Mark B first reported a position in UNH in Q4 2019 and held it in 9 quarters. The position peaked at $3.09M in Q1 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Elefante Mark B reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Elefante Mark B sold 3,596 UnitedHealth shares in Q2 2026, an estimated $973K.
  • Elefante Mark B first reported a position in UnitedHealth in Q4 2019 and held it in 9 quarters.
  • Elefante Mark B's UnitedHealth position peaked at $3.09M in Q1 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Elefante Mark B's 13F filing for Q2 2026, filed 13 Aug 2026.