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 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

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

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Elevation Wealth Partners's UNH Position: Q2 2026 in Review

Elevation Wealth Partners increased its UnitedHealth (UNH) stake by 50% in Q2 2026, buying an estimated $45.6K and bringing the position to 368 shares worth $153K. The position accounts for 0.05% of the portfolio, ranked #159.

Elevation Wealth Partners first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $776K in Q4 2023. 1,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Elevation Wealth Partners held 368 shares of UnitedHealth worth $153K as of Q2 2026.
Elevation Wealth Partners bought 123 UnitedHealth shares in Q2 2026, an estimated $45.6K.
UnitedHealth made up 0.05% of Elevation Wealth Partners's portfolio in Q2 2026, its #159 holding.
Elevation Wealth Partners first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's UnitedHealth position peaked at $776K in Q4 2023.
1,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.