Elite Life Management’s UnitedHealth UNH Stock Holding History

Elite Life 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 Q4	–	Sell	-609	Closed	-$220K	–	58
2025 Q3	$220K	Buy	+609	New	+$184K	0.45%	28
2025 Q2	–	Sell	-555	Closed	-$291K	–	34
2025 Q1	$291K	Sell	555 -12	-2%	-$6.13K	0.91%	20
2024 Q4	$287K	Buy	567 +3	+0.5%	+$1.71K	0.85%	22
2024 Q3	$330K	Buy	564 +13	+2%	+$7.35K	1.08%	19
2024 Q2	$281K	Buy	551 +23	+4%	+$11.3K	1.09%	20
2024 Q1	$261K	Buy	528 +10	+2%	+$5.08K	1.28%	20
2023 Q4	$273K	Buy	+518	New	+$276K	1.63%	19

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Elite Life Management's UNH Position: Q4 2025 in Review

Elite Life Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 609 shares — an estimated $220K sold.

Elite Life Management first reported a position in UNH in Q4 2023 and held it in 7 quarters. The position peaked at $330K in Q3 2024. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Elite Life Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Elite Life Management sold 609 UnitedHealth shares in Q4 2025, an estimated $220K.
Elite Life Management first reported a position in UnitedHealth in Q4 2023 and held it in 7 quarters.
Elite Life Management's UnitedHealth position peaked at $330K in Q3 2024.
3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Elite Life Management's 13F filing for Q4 2025, filed 9 Feb 2026.