Elevated Capital Advisors’s UnitedHealth UNH Stock Holding History

Elevated Capital 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 Q2	$663K	Sell	1,594 -1,036	-39%	-$384K	0.18%	102
2026 Q1	$712K	Sell	2,630 -1,216	-32%	-$362K	0.18%	137
2025 Q4	$1.27M	Buy	3,846 +1,191	+45%	+$404K	0.3%	84
2025 Q3	$917K	Buy	2,655 +1,469	+124%	+$444K	0.23%	114
2025 Q2	$621K	Hold	1,186	–	–	0.17%	165
2025 Q1	$621K	Buy	1,186 +35	+3%	+$17.9K	0.17%	165
2024 Q4	$582K	Buy	1,151 +350	+44%	+$199K	0.16%	179
2024 Q3	$469K	Buy	+801	New	+$453K	0.12%	212
2019 Q4	$276K	Buy	+939	New	+$246K	0.31%	89
2019 Q1	$632K	Buy	+2,245	New	+$573K	0.42%	86

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Elevated Capital Advisors's UNH Position: Q2 2026 in Review

Elevated Capital Advisors reduced its UnitedHealth (UNH) stake by 39% in Q2 2026, selling an estimated $384K and leaving 1,594 shares worth $663K. The position accounts for 0.18% of the portfolio, ranked #102.

Elevated Capital Advisors first reported a position in UNH in Q1 2019 and has held it in 10 quarters since. The position peaked at $1.27M in Q4 2025. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Elevated Capital Advisors held 1,594 shares of UnitedHealth worth $663K as of Q2 2026.
Elevated Capital Advisors sold 1,036 UnitedHealth shares in Q2 2026, an estimated $384K.
UnitedHealth made up 0.18% of Elevated Capital Advisors's portfolio in Q2 2026, its #102 holding.
Elevated Capital Advisors first reported a position in UnitedHealth in Q1 2019 and has held it in 10 quarters since.
Elevated Capital Advisors's UnitedHealth position peaked at $1.27M in Q4 2025.
1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.