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Elk River Wealth Management’s UnitedHealth UNH Stock Holding History

Elk River Wealth 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
2026
Q2 		$1.58M Hold
3,804
– – 0.25% 50
2026
Q1 		$1.03M Hold
3,804
– – 0.17% 56
2025
Q4 		$1.26M Hold
3,804
– – 0.2% 50
2025
Q3 		$1.31M Hold
3,804
– – 0.21% 49
2025
Q2 		$1.19M Sell
3,804
-13,158
-78% -$5.03M 0.2% 48
2025
Q1 		$8.88M Sell
16,962
-171
-1% -$87.4K 1.66% 17
2024
Q4 		$8.67M Sell
17,133
-104
-0.6% -$59.1K 1.57% 18
2024
Q3 		$10.1M Sell
17,237
-44
-0.3% -$24.9K 1.83% 15
2024
Q2 		$8.8M Sell
17,281
-63
-0.4% -$30.9K 1.72% 17
2024
Q1 		$8.58M Sell
17,344
-1,590
-8% -$808K 1.74% 17
2023
Q4 		$9.97M Sell
18,934
-175
-0.9% -$93.3K 1.92% 15
2023
Q3 		$9.63M Sell
19,109
-38
-0.2% -$18.7K 2.13% 14
2023
Q2 		$9.2M Sell
19,147
-254
-1% -$124K 1.97% 14
2023
Q1 		$9.17M Buy
19,401
+1,325
+7% +$639K 2.08% 13
2022
Q4 		$9.58M Buy
18,076
+295
+2% +$156K 2.32% 9
2022
Q3 		$8.98M Buy
17,781
+615
+4% +$323K 2.37% 10
2022
Q2 		$8.82M Buy
17,166
+166
+1% +$83.4K 2.23% 10
2022
Q1 		$8.67M Buy
17,000
+521
+3% +$251K 1.89% 15
2021
Q4 		$8.28M Buy
16,479
+56
+0.3% +$25.3K 1.87% 16
2021
Q3 		$6.42M Buy
16,423
+357
+2% +$148K 1.62% 19
2021
Q2 		$6.43M Buy
16,066
+231
+1% +$92.1K 1.67% 19
2021
Q1 		$5.89M Buy
15,835
+1,182
+8% +$410K 1.68% 17
2020
Q4 		$5.14M Buy
+14,653
New +$4.91M 1.7% 16

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Elk River Wealth Management's UNH Position: Q2 2026 in Review

Elk River Wealth Management held its UnitedHealth (UNH) position steady in Q2 2026 at 3,804 shares worth $1.58M. The position accounts for 0.25% of the portfolio, ranked #50.

Elk River Wealth Management first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.1M in Q3 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Elk River Wealth Management held 3,804 shares of UnitedHealth worth $1.58M as of Q2 2026.
  • Elk River Wealth Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.25% of Elk River Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Elk River Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Elk River Wealth Management's UnitedHealth position peaked at $10.1M in Q3 2024.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.