Elgethun Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.35M | Buy |
10,457
+85
| +0.8% | +$31.5K | 0.61% | 39 |
|
|
2026
Q1 | $2.81M | Sell |
10,372
-327
| -3% | -$97.4K | 0.46% | 42 |
|
|
2025
Q4 | $3.53M | Buy |
10,699
+150
| +1% | +$50.8K | 0.61% | 37 |
|
|
2025
Q3 | $3.67M | Sell |
10,549
-143
| -1% | -$43.2K | 0.67% | 35 |
|
|
2025
Q2 | $3.34M | Buy |
10,692
+3,209
| +43% | +$1.23M | 0.67% | 34 |
|
|
2025
Q1 | $3.92M | Buy |
7,483
+403
| +6% | +$206K | 0.88% | 30 |
|
|
2024
Q4 | $3.58M | Buy |
7,080
+60
| +0.9% | +$34.1K | 0.87% | 30 |
|
|
2024
Q3 | $4.1M | Sell |
7,020
-236
| -3% | -$133K | 0.96% | 28 |
|
|
2024
Q2 | $3.7M | Sell |
7,256
-375
| -5% | -$184K | 0.93% | 29 |
|
|
2024
Q1 | $3.76M | Sell |
7,631
-195
| -2% | -$99.1K | 0.95% | 32 |
|
|
2023
Q4 | $4.12M | Buy |
7,826
+14
| +0.2% | +$7.47K | 1.17% | 27 |
|
|
2023
Q3 | $3.94M | Buy |
7,812
+19
| +0.2% | +$9.35K | 1.19% | 28 |
|
|
2023
Q2 | $3.75M | Buy |
7,793
+20
| +0.3% | +$9.78K | 1.13% | 31 |
|
|
2023
Q1 | $3.81M | Buy |
7,773
+18
| +0.2% | +$8.69K | 1.21% | 29 |
|
|
2022
Q4 | $4M | Sell |
7,755
-158
| -2% | -$83.7K | 1.45% | 20 |
|
|
2022
Q3 | $4M | Buy |
7,913
+1,336
| +20% | +$703K | 1.6% | 18 |
|
|
2022
Q2 | $3.37M | Buy |
6,577
+19
| +0.3% | +$9.54K | 1.31% | 24 |
|
|
2022
Q1 | $3.34M | Buy |
6,558
+17
| +0.3% | +$8.2K | 1.13% | 29 |
|
|
2021
Q4 | $3.23M | Sell |
6,541
-127
| -2% | -$57.5K | 1.13% | 30 |
|
|
2021
Q3 | $2.61M | Buy |
6,668
+22
| +0.3% | +$9.11K | 0.9% | 39 |
|
|
2021
Q2 | $2.66M | Buy |
6,646
+21
| +0.3% | +$8.37K | 0.92% | 39 |
|
|
2021
Q1 | $2.46M | Buy |
6,625
+21
| +0.3% | +$7.28K | 0.96% | 33 |
|
|
2020
Q4 | $2.32M | Buy |
6,604
+21
| +0.3% | +$7.04K | 0.99% | 31 |
|
|
2020
Q3 | $2.06M | Buy |
6,583
+4
| +0.1% | +$1.23K | 1.13% | 29 |
|
|
2020
Q2 | $1.94M | Buy |
6,579
+28
| +0.4% | +$8.02K | 1.13% | 30 |
|
|
2020
Q1 | $1.63M | Buy |
6,551
+2
| +0% | +$550 | 0.91% | 34 |
|
|
2019
Q4 | $1.93M | Buy |
6,549
+1
| +0% | +$262 | 0.94% | 34 |
|
|
2019
Q3 | $1.4M | Buy |
6,548
+159
| +2% | +$38.4K | 0.75% | 36 |
|
|
2019
Q2 | $1.56M | Buy |
6,389
+2
| +0% | +$481 | 0.85% | 36 |
|
|
2019
Q1 | $1.58M | Buy |
6,387
+1
| +0% | +$255 | 0.92% | 34 |
|
|
2018
Q4 | $1.56M | Sell |
6,386
-80
| -1% | -$21.1K | 1.08% | 33 |
|
|
2018
Q3 | $1.74M | Sell |
6,466
-206
| -3% | -$53.6K | 1.13% | 32 |
|
|
2018
Q2 | $1.64M | Sell |
6,672
-6,242
| -48% | -$1.5M | 1.16% | 33 |
|
|
2018
Q1 | $2.76M | Sell |
12,914
-875
| -6% | -$200K | 1.93% | 16 |
|
|
2017
Q4 | $3.04M | Sell |
13,789
-613
| -4% | -$130K | 2.13% | 13 |
|
|
2017
Q3 | $2.82M | Sell |
14,402
-501
| -3% | -$96.8K | 2.07% | 14 |
|
|
2017
Q2 | $2.76M | Sell |
14,903
-57
| -0.4% | -$9.99K | 2.15% | 15 |
|
|
2017
Q1 | $2.45M | Sell |
14,960
-75
| -0.5% | -$12.3K | 1.97% | 17 |
|
|
2016
Q4 | $2.41M | Buy |
+15,035
| New | +$2.25M | 1.88% | 18 |
|
Other funds holding UNH
PAM
ECSS
Elgethun Capital Management's UNH Position: Q2 2026 in Review
Elgethun Capital Management increased its UnitedHealth (UNH) stake by 0.82% in Q2 2026, buying an estimated $31.5K and bringing the position to 10,457 shares worth $4.35M. The position accounts for 0.61% of the portfolio, ranked #39.
Elgethun Capital Management first reported a position in UNH in Q4 2016 and has held it in 39 quarters since. 1,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Elgethun Capital Management held 10,457 shares of UnitedHealth worth $4.35M as of Q2 2026.
- Elgethun Capital Management bought 85 UnitedHealth shares in Q2 2026, an estimated $31.5K.
- UnitedHealth made up 0.61% of Elgethun Capital Management's portfolio in Q2 2026, its #39 holding.
- Elgethun Capital Management first reported a position in UnitedHealth in Q4 2016 and has held it in 39 quarters since.
- 1,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.