EW
UNH icon

Element Wealth’s UnitedHealth UNH Stock Holding History

Element Wealth’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 		$755K Sell
1,817
-8
-0.4% -$2.96K 0.28% 87
2026
Q1 		$494K Buy
1,825
+88
+5% +$26.2K 0.2% 109
2025
Q4 		$574K Buy
1,737
+23
+1% +$7.79K 0.24% 99
2025
Q3 		$592K Buy
1,714
+365
+27% +$110K 0.26% 86
2025
Q2 		$421K Buy
1,349
+607
+82% +$232K 0.19% 102
2025
Q1 		$389K Hold
742
– – 0.21% 89
2024
Q4 		$375K Buy
742
+4
+0.5% +$2.27K 0.2% 88
2024
Q3 		$432K Sell
738
-1
-0.1% -$566 0.23% 81
2024
Q2 		$376K Sell
739
-53
-7% -$26K 0.21% 91
2024
Q1 		$392K Buy
792
+29
+4% +$14.7K 0.23% 85
2023
Q4 		$402K Sell
763
-31
-4% -$16.5K 0.25% 73
2023
Q3 		$400K Buy
794
+1
+0.1% +$492 0.29% 65
2023
Q2 		$381K Buy
793
+39
+5% +$19.1K 0.27% 69
2023
Q1 		$356K Buy
754
+1
+0.1% +$483 0.27% 75
2022
Q4 		$399K Hold
753
– – 0.33% 61
2022
Q3 		$380K Buy
753
+1
+0.1% +$526 0.35% 55
2022
Q2 		$387K Buy
752
+11
+1% +$5.52K 0.39% 55
2022
Q1 		$378K Sell
741
-98
-12% -$47.3K 0.3% 62
2021
Q4 		$422K Buy
839
+13
+2% +$5.88K 0.32% 58
2021
Q3 		$323K Sell
826
-4
-0.5% -$1.66K 0.26% 68
2021
Q2 		$332K Buy
830
+19
+2% +$7.58K 0.26% 67
2021
Q1 		$302K Hold
811
– – 0.25% 71
2020
Q4 		$284K Sell
811
-1
-0.1% -$335 0.26% 69
2020
Q3 		$253K Sell
812
-10
-1% -$3.07K 0.27% 73
2020
Q2 		$242K Sell
822
-48
-6% -$13.8K 0.28% 68
2020
Q1 		$217K Buy
+870
New +$239K 0.3% 64

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

Element Wealth's UNH Position: Q2 2026 in Review

Element Wealth reduced its UnitedHealth (UNH) stake by 0.44% in Q2 2026, selling an estimated $2.96K and leaving 1,817 shares worth $755K. The position accounts for 0.28% of the portfolio, ranked #87.

Element Wealth first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Element Wealth held 1,817 shares of UnitedHealth worth $755K as of Q2 2026.
  • Element Wealth sold 8 UnitedHealth shares in Q2 2026, an estimated $2.96K.
  • UnitedHealth made up 0.28% of Element Wealth's portfolio in Q2 2026, its #87 holding.
  • Element Wealth first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.