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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Elk River Wealth Management's UNH Position: Q1 2026 in Review

Elk River Wealth Management held its UnitedHealth (UNH) position steady in Q1 2026 at 3,804 shares worth $1.03M. The position accounts for 0.17% of the portfolio, ranked #56.

Elk River Wealth Management first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.1M in Q3 2024. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Elk River Wealth Management held 3,804 shares of UnitedHealth worth $1.03M as of Q1 2026.
  • Elk River Wealth Management left its UnitedHealth share count unchanged in Q1 2026.
  • UnitedHealth made up 0.17% of Elk River Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Elk River Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Elk River Wealth Management's UnitedHealth position peaked at $10.1M in Q3 2024.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.