Element Pointe Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $978K | Hold |
2,353
| – | – | 0.16% | 43 |
|
|
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
Element Pointe Advisors's UNH Position: Q2 2026 in Review
Element Pointe Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 2,353 shares worth $978K. The position accounts for 0.16% of the portfolio, ranked #43.
Element Pointe Advisors first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Element Pointe Advisors held 2,353 shares of UnitedHealth worth $978K as of Q2 2026.
- Element Pointe Advisors left its UnitedHealth share count unchanged in Q2 2026.
- UnitedHealth made up 0.16% of Element Pointe Advisors's portfolio in Q2 2026, its #43 holding.
- Element Pointe Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
- 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Element Pointe Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.