Elite Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-956
| Closed | -$484K | – | 39 |
|
|
2024
Q4 | $484K | Hold |
956
| – | – | 0.06% | 28 |
|
|
2024
Q3 | $559K | Buy |
956
+115
| +14% | +$65K | 0.08% | 29 |
|
|
2024
Q2 | $428K | Hold |
841
| – | – | 0.01% | 33 |
|
|
2024
Q1 | $416K | Hold |
841
| – | – | 0.01% | 37 |
|
|
2023
Q4 | $443K | Hold |
841
| – | – | 0.03% | 30 |
|
|
2023
Q3 | $424K | Hold |
841
| – | – | 0.03% | 37 |
|
|
2023
Q2 | $404K | Sell |
841
-9
| -1% | -$4.4K | 0.03% | 38 |
|
|
2023
Q1 | $402K | Buy |
+850
| New | +$410K | 0.02% | 42 |
|
|
2021
Q4 | – | Sell |
-1,752
| Closed | -$685K | – | 65 |
|
|
2021
Q3 | $685K | Sell |
1,752
-700
| -29% | -$290K | 0.13% | 37 |
|
|
2021
Q2 | $982 | Hold |
2,452
| – | – | 0.09% | 32 |
|
|
2021
Q1 | $912 | Buy |
2,452
+8
| +0.3% | +$2.77K | 0.12% | 31 |
|
|
2020
Q4 | $857K | Buy |
2,444
+8
| +0.3% | +$2.68K | 0.11% | 31 |
|
|
2020
Q3 | $759K | Buy |
2,436
+10
| +0.4% | +$3.07K | 0.1% | 29 |
|
|
2020
Q2 | $716K | Buy |
2,426
+11
| +0.5% | +$3.15K | 0.21% | 28 |
|
|
2020
Q1 | $602K | Buy |
2,415
+1,600
| +196% | +$440K | 0.47% | 29 |
|
|
2019
Q4 | $240K | Buy |
+815
| New | +$213K | 0.13% | 25 |
|
|
2019
Q2 | – | Sell |
-815
| Closed | -$202K | – | 29 |
|
|
2019
Q1 | $202K | Hold |
815
| – | – | 0.37% | 29 |
|
|
2018
Q4 | $203K | Hold |
815
| – | – | 0.2% | 43 |
|
|
2018
Q3 | $217K | Hold |
815
| – | – | 0.05% | 46 |
|
|
2018
Q2 | $200K | Buy |
+815
| New | +$196K | 0.07% | 49 |
|
|
2016
Q3 | $114K | Buy |
+815
| New | +$114K | 0.19% | 45 |
|
|
2015
Q3 | – | Sell |
-5,728
| Closed | -$698K | – | 67 |
|
|
2015
Q2 | $698K | Sell |
5,728
-4,706
| -45% | -$557K | 0.72% | 39 |
|
|
2015
Q1 | $1.23M | Buy |
10,434
+197
| +2% | +$21.9K | 1.09% | 35 |
|
|
2014
Q4 | $1.03M | Sell |
10,237
-3,353
| -25% | -$318K | 0.99% | 21 |
|
|
2014
Q3 | $1.17M | Sell |
13,590
-384
| -3% | -$32.5K | 1.06% | 13 |
|
|
2014
Q2 | $1.14M | Sell |
13,974
-3,361
| -19% | -$264K | 1.14% | 17 |
|
|
2014
Q1 | $1.42M | Buy |
17,335
+17,081
| +6,725% | +$1.29M | 1.15% | 21 |
|
|
2013
Q4 | $19K | Buy |
254
+54
| +27% | +$3.88K | 0.01% | 283 |
|
|
2013
Q3 | $14K | Buy |
+200
| New | +$14.3K | 0.01% | 283 |
|
Other funds holding UNH
Elite Wealth Management's UNH Position: Q1 2025 in Review
Elite Wealth Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 956 shares — an estimated $484K sold.
Elite Wealth Management first reported a position in UNH in Q3 2013 and held it in 29 quarters. The position peaked at $1.42M in Q1 2014. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.
- Elite Wealth Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
- Elite Wealth Management sold 956 UnitedHealth shares in Q1 2025, an estimated $484K.
- Elite Wealth Management first reported a position in UnitedHealth in Q3 2013 and held it in 29 quarters.
- Elite Wealth Management's UnitedHealth position peaked at $1.42M in Q1 2014.
- 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.
Based on Elite Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.