EWM
UNH icon

Elevatus Welath Management’s UnitedHealth UNH Stock Holding History

Elevatus Welath Management’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
2025
Q2 		– Sell
-740
Closed -$387K – 132
2025
Q1 		$387K Sell
740
-100
-12% -$51.1K 0.22% 65
2024
Q4 		$425K Buy
840
+303
+56% +$172K 0.15% 64
2024
Q3 		$314K Buy
537
+68
+14% +$38.5K 0.1% 71
2024
Q2 		$239K Sell
469
-123
-21% -$60.3K 0.09% 86
2024
Q1 		$293K Sell
592
-11
-2% -$5.59K 0.12% 73
2023
Q4 		$318K Buy
603
+155
+35% +$82.7K 0.14% 68
2023
Q3 		$226K Buy
+448
New +$220K 0.2% 58

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Elevatus Welath Management's UNH Position: Q2 2025 in Review

Elevatus Welath Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 740 shares — an estimated $387K sold.

Elevatus Welath Management first reported a position in UNH in Q3 2023 and held it in 7 quarters. The position peaked at $425K in Q4 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Elevatus Welath Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Elevatus Welath Management sold 740 UnitedHealth shares in Q2 2025, an estimated $387K.
  • Elevatus Welath Management first reported a position in UnitedHealth in Q3 2023 and held it in 7 quarters.
  • Elevatus Welath Management's UnitedHealth position peaked at $425K in Q4 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Elevatus Welath Management's 13F filing for Q2 2025, filed 14 Aug 2025.