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Element Pointe Advisors’s UnitedHealth UNH Stock Holding History

Element Pointe Advisors’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 		$637K Buy
2,353
+138
+6% +$41.1K 0.12% 52
2025
Q4 		$731K Sell
2,215
-160
-7% -$54.2K 0.14% 50
2025
Q3 		$820K Buy
2,375
+224
+10% +$67.7K 0.17% 48
2025
Q2 		$671K Buy
2,151
+1,558
+263% +$595K 0.16% 45
2025
Q1 		$311K Sell
593
-19
-3% -$9.71K 0.08% 55
2024
Q4 		$310K Hold
612
– – 0.07% 57
2024
Q3 		$358K Hold
612
– – 0.09% 51
2024
Q2 		$312K Sell
612
-96
-14% -$47.1K 0.08% 54
2024
Q1 		$350K Sell
708
-291
-29% -$148K 0.09% 53
2023
Q4 		$526K Buy
999
+153
+18% +$81.6K 0.13% 51
2023
Q3 		$427K Buy
846
+134
+19% +$65.9K 0.11% 48
2023
Q2 		$342K Hold
712
– – 0.09% 54
2023
Q1 		$336K Buy
712
+9
+1% +$4.34K 0.09% 58
2022
Q4 		$373K Sell
703
-525
-43% -$278K 0.12% 45
2022
Q3 		$620K Buy
1,228
+71
+6% +$37.3K 0.36% 31
2022
Q2 		$594K Buy
1,157
+42
+4% +$21.1K 0.25% 38
2022
Q1 		$569K Hold
1,115
– – 0.19% 57
2021
Q4 		$560K Hold
1,115
– – 0.17% 74
2021
Q3 		$436K Hold
1,115
– – 0.15% 77
2021
Q2 		$462K Sell
1,115
-114
-9% -$45.5K 0.14% 84
2021
Q1 		$457K Sell
1,229
-5
-0.4% -$1.73K 0.15% 90
2020
Q4 		$433K Hold
1,234
– – 0.16% 83
2020
Q3 		$384K Hold
1,234
– – 0.17% 80
2020
Q2 		$363K Buy
1,234
+124
+11% +$35.5K 0.19% 67
2020
Q1 		$276K Sell
1,110
-40
-3% -$11K 0.17% 64
2019
Q4 		$338K Hold
1,150
– – 0.18% 63
2019
Q3 		$250K Hold
1,150
– – 0.14% 78
2019
Q2 		$281K Buy
+1,150
New +$277K 0.16% 73
2019
Q1 		– Sell
-1,135
Closed -$283K – 97
2018
Q4 		$283K Buy
+1,135
New +$300K 0.18% 56

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Element Pointe Advisors's UNH Position: Q1 2026 in Review

Element Pointe Advisors increased its UnitedHealth (UNH) stake by 6.2% in Q1 2026, buying an estimated $41.1K and bringing the position to 2,353 shares worth $637K. The position accounts for 0.12% of the portfolio, ranked #52.

Element Pointe Advisors first reported a position in UNH in Q4 2018 and has held it in 29 quarters since. The position peaked at $820K in Q3 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Element Pointe Advisors held 2,353 shares of UnitedHealth worth $637K as of Q1 2026.
  • Element Pointe Advisors bought 138 UnitedHealth shares in Q1 2026, an estimated $41.1K.
  • UnitedHealth made up 0.12% of Element Pointe Advisors's portfolio in Q1 2026, its #52 holding.
  • Element Pointe Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 29 quarters since.
  • Element Pointe Advisors's UnitedHealth position peaked at $820K in Q3 2025.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Element Pointe Advisors's 13F filing for Q1 2026, filed 7 May 2026.