EWP
UNH icon

Elevation Wealth Partners’s UnitedHealth UNH Stock Holding History

Elevation Wealth Partners’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
Q3 		$134K Sell
364
-4
-1% -$1.61K 0.04% 177
2026
Q2 		$153K Buy
368
+123
+50% +$45.6K 0.05% 159
2026
Q1 		$66.3K Buy
245
+39
+19% +$11.6K 0.02% 210
2025
Q4 		$68K Sell
206
-37
-15% -$12.5K 0.02% 201
2025
Q3 		$83.9K Buy
243
+54
+29% +$16.3K 0.03% 192
2025
Q2 		$59K Hold
189
– – 0.02% 216
2025
Q1 		$99K Sell
189
-814
-81% -$416K 0.04% 174
2024
Q4 		$507K Buy
1,003
+4
+0.4% +$2.27K 0.21% 66
2024
Q3 		$584K Sell
999
-65
-6% -$36.8K 0.25% 61
2024
Q2 		$542K Sell
1,064
-46
-4% -$22.5K 0.26% 63
2024
Q1 		$549K Sell
1,110
-429
-28% -$218K 0.27% 62
2023
Q4 		$776K Buy
1,539
+1,370
+811% +$731K 0.47% 44
2023
Q3 		$85.2K Hold
169
– – 0.07% 108
2023
Q2 		$81.2K Buy
169
+124
+276% +$60.6K 0.07% 118
2023
Q1 		$21.3K Buy
+45
New +$21.7K 0.02% 213

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Elevation Wealth Partners's UNH Position: Q3 2026 in Review

Elevation Wealth Partners reduced its UnitedHealth (UNH) stake by 1.1% in Q3 2026, selling an estimated $1.61K and leaving 364 shares worth $134K. The position accounts for 0.04% of the portfolio, ranked #177.

Elevation Wealth Partners first reported a position in UNH in Q1 2023 and has held it in 15 quarters since. The position peaked at $776K in Q4 2023. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Elevation Wealth Partners held 364 shares of UnitedHealth worth $134K as of Q3 2026.
  • Elevation Wealth Partners sold 4 UnitedHealth shares in Q3 2026, an estimated $1.61K.
  • UnitedHealth made up 0.04% of Elevation Wealth Partners's portfolio in Q3 2026, its #177 holding.
  • Elevation Wealth Partners first reported a position in UnitedHealth in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's UnitedHealth position peaked at $776K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.