Element Capital Management’s UnitedHealth UNH Stock Holding History

Element Capital 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
2025 Q4	–	Sell	-14,532	Closed	-$5.02M	–	89
2025 Q3	$5.02M	Buy	+14,532	New	+$4.4M	7.11%	7
2023 Q4	–	Sell	-76,148	Closed	-$38.4M	–	208
2023 Q3	$38.4M	Sell	76,148 -45,349	-37%	-$22.3M	3.41%	1
2023 Q2	$58.4M	Buy	121,497 +6,241	+5%	+$3.05M	3.95%	1
2023 Q1	$54.5M	Buy	+115,256	New	+$55.6M	4.11%	1
2022 Q4	–	Sell	-15,281	Closed	-$7.72M	–	139
2022 Q3	$7.72M	Hold	15,281	–	–	3.7%	3
2022 Q2	$7.85M	Buy	15,281 +5,094	+50%	+$2.56M	3.94%	3
2022 Q1	$5.2M	Buy	+10,187	New	+$4.91M	2.6%	11
2019 Q2	–	Sell	-25,485	Closed	-$6.3M	–	712
2019 Q1	$6.3M	Sell	25,485 -3,166	-11%	-$807K	0.19%	90
2018 Q4	$7.14M	Buy	28,651 +25,386	+778%	+$6.71M	0.2%	90
2018 Q3	$869K	Sell	3,265 -2,742	-46%	-$713K	0.02%	366
2018 Q2	$1.47M	Buy	6,007 +4,498	+298%	+$1.08M	0.04%	210
2018 Q1	$323K	Sell	1,509 -197,951	-99%	-$45.2M	0.01%	455
2017 Q4	$44M	Buy	+199,460	New	+$42.3M	0.9%	30
2016 Q3	–	Sell	-43,401	Closed	-$6.13M	–	177
2016 Q2	$6.13M	Buy	43,401 +16,945	+64%	+$2.26M	0.93%	22
2016 Q1	$3.41M	Buy	+26,456	New	+$3.13M	0.51%	35

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Element Capital Management's UNH Position: Q4 2025 in Review

Element Capital Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 14,532 shares — an estimated $5.02M sold.

Element Capital Management first reported a position in UNH in Q1 2016 and held it in 15 quarters. The position peaked at $58.4M in Q2 2023. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Element Capital Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Element Capital Management sold 14,532 UnitedHealth shares in Q4 2025, an estimated $5.02M.
Element Capital Management first reported a position in UnitedHealth in Q1 2016 and held it in 15 quarters.
Element Capital Management's UnitedHealth position peaked at $58.4M in Q2 2023.
3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Element Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.